Omega Financial Group’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	$243K	Sell	1,405 -176	-11%	-$30.5K	0.09%	81
2025 Q1	$222K	Hold	1,581	–	–	0.09%	77
2024 Q4	$252K	Buy	1,581 +14	+0.9%	+$2.23K	0.1%	75
2024 Q3	$238K	Hold	1,567	–	–	0.09%	74
2024 Q2	$236K	Buy	+1,567	New	+$236K	0.1%	79