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Peak Financial Management’s iShares US Technology ETF IYW Stock Holding History

Peak Financial Management’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$248K Hold
1,431
– – 0.07% 83
2025
Q1 		$201K Hold
1,431
– – 0.06% 95
2024
Q4 		$228K Sell
1,431
-112
-7% -$17.9K 0.07% 87
2024
Q3 		$234K Hold
1,543
– – 0.07% 87
2024
Q2 		$232K Buy
+1,543
New +$232K 0.07% 82