ORG Partners’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
$423K Buy
2,469
+1,686
+215% +$289K 0.09% 193
2025
Q1
$111K Sell
783
-1,199
-60% -$170K 0.03% 368
2024
Q4
$317K Sell
1,982
-156
-7% -$24.9K 0.04% 253
2024
Q3
$324K Sell
2,138
-282
-12% -$42.8K 0.05% 220
2024
Q2
$368K Buy
+2,420
New +$368K 0.05% 290
2024
Q1
Sell
-2,334
Closed -$287K 824
2023
Q4
$287K Buy
2,334
+2,281
+4,304% +$280K 0.05% 244
2023
Q3
$5.56K Sell
53
-30,305
-100% -$3.18M ﹤0.01% 933
2023
Q2
$3.3M Buy
30,358
+135
+0.4% +$14.7K 0.54% 40
2023
Q1
$2.8M Buy
+30,223
New +$2.8M 0.68% 34