Planned Solutions’s iShares US Technology ETF IYW Stock Holding History

Planned Solutions’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$591K	Buy
2024 Q4	–	Sell
2024 Q3	$133K	Buy
2024 Q1	–	Sell
2023 Q4	$108K	Buy
2021 Q1	–	Sell
2020 Q4	$58K	Hold
2020 Q3	$51K	Buy