Lion Street 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
$458K Buy
2,643
+232
+10% +$40.2K 0.14% 159
2025
Q1
$339K Buy
2,411
+291
+14% +$40.9K 0.11% 189
2024
Q4
$338K Buy
2,120
+319
+18% +$50.9K 0.11% 188
2024
Q3
$273K Buy
1,801
+188
+12% +$28.5K 0.1% 210
2024
Q2
$243K Buy
+1,613
New +$243K 0.09% 227