Optivise Advisory Services’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	$906K	Sell	5,228 -167	-3%	-$28.9K	0.46%	58
2025 Q1	$758K	Sell	5,395 -768	-12%	-$108K	0.43%	62
2024 Q4	$983K	Buy	6,163 +22	+0.4%	+$3.51K	0.53%	52
2024 Q3	$931K	Sell	6,141 -33	-0.5%	-$5K	0.49%	54
2024 Q2	$929K	Buy	+6,174	New	+$929K	0.5%	53