Phillips Financial 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
2024 Q4	–	Sell	-181	Closed	-$27.5K	–	269
2024 Q3	$27.5K	Buy	181 +170	+1,545%	+$25.8K	﹤0.01%	232
2024 Q2	$1.66K	Hold	11	–	–	﹤0.01%	264
2024 Q1	$1.49K	Sell	11 -22	-67%	-$2.97K	﹤0.01%	258
2023 Q4	$4.06K	Buy	+33	New	+$4.06K	﹤0.01%	238