Michels Family Financial’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
$563K Sell
3,248
-189
-5% -$32.8K 0.48% 73
2025
Q1
$483K Sell
3,437
-19
-0.5% -$2.67K 0.44% 79
2024
Q4
$551K Buy
+3,456
New +$551K 0.5% 68