PS
Planned Solutions’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,210
| Closed | -$591K | – | 127 |
|
|
2025
Q1 | $591K | Buy |
+4,210
| New | +$591K | 0.24% | 51 |
|
|
2024
Q4 | – | Sell |
-878
| Closed | -$133K | – | 384 |
|
|
2024
Q3 | $133K | Buy |
+878
| New | +$133K | 0.05% | 162 |
|
|
2024
Q1 | – | Sell |
-878
| Closed | -$108K | – | 327 |
|
|
2023
Q4 | $108K | Buy |
+878
| New | +$108K | 0.05% | 175 |
|
|
2021
Q1 | – | Sell |
-684
| Closed | -$58K | – | 244 |
|
|
2020
Q4 | $58K | Buy |
684
+513
| +300% | +$43.5K | 0.05% | 174 |
|
|
2020
Q3 | $51K | Buy |
+171
| New | +$51K | 0.05% | 148 |
|