Lifeworks Advisors’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Sell |
2,659
-131
| -5% | -$22.7K | 0.07% | 203 |
|
|
2025
Q1 | $392K | Buy |
2,790
+170
| +6% | +$23.9K | 0.07% | 213 |
|
|
2024
Q4 | $418K | Buy |
2,620
+31
| +1% | +$4.95K | 0.08% | 192 |
|
|
2024
Q3 | $393K | Sell |
2,589
-225
| -8% | -$34.1K | 0.08% | 193 |
|
|
2024
Q2 | $424K | Buy |
2,814
+28
| +1% | +$4.21K | 0.12% | 143 |
|
|
2024
Q1 | $376K | Buy |
+2,786
| New | +$376K | 0.11% | 150 |
|