Palumbo Wealth Management’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.04M | Buy |
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|
2025
Q3 | – | Sell |
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|
2025
Q2 | $901K | Hold |
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|
2025
Q1 | $730K | Hold |
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|
2024
Q4 | $830K | Hold |
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|
2024
Q3 | $788K | Hold |
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|
2024
Q2 | $783K | Hold |
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|
2024
Q1 | $702K | Hold |
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|
2023
Q4 | $638K | Hold |
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|
2023
Q3 | $546K | Hold |
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|
2023
Q2 | $566K | Hold |
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|
2023
Q1 | $483K | Buy |
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