Mission Wealth Management’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 | $794K | Hold |
4,581
| – | – | 0.02% | 347 |
|
|
2025
Q1 | $643K | Buy |
4,581
+93
| +2% | +$13.1K | 0.02% | 376 |
|
|
2024
Q4 | $716K | Buy |
4,488
+2,320
| +107% | +$370K | 0.02% | 333 |
|
|
2024
Q3 | $329K | Hold |
2,168
| – | – | 0.01% | 513 |
|
|
2024
Q2 | $326K | Hold |
2,168
| – | – | 0.01% | 491 |
|
|
2024
Q1 | $293K | Hold |
2,168
| – | – | 0.01% | 530 |
|
|
2023
Q4 | $266K | Buy |
+2,168
| New | +$266K | 0.01% | 475 |
|