One Wealth Capital 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
$2.91M Sell
16,808
-2,098
-11% -$364K 1.37% 17
2025
Q1
$2.66M Sell
18,906
-105
-0.6% -$14.7K 1.42% 13
2024
Q4
$3.03M Buy
+19,011
New +$3.03M 1.54% 12