MF
IYW icon

Montis Financial’s iShares US Technology ETF IYW Stock Holding History

Montis Financial’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.63M Sell
15,200
-2,053
-12% -$356K 0.73% 24
2025
Q1 		$2.42M Buy
17,253
+500
+3% +$70.2K 0.71% 25
2024
Q4 		$2.67M Sell
16,753
-3,190
-16% -$509K 0.83% 22
2024
Q3 		$3.02M Buy
+19,943
New +$3.02M 1.07% 20