Planning Directions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $408K | Buy |
2,355
+101
| +4% | +$17.5K | 0.23% | 51 |
|
|
2025
Q1 | $317K | Buy |
2,254
+32
| +1% | +$4.5K | 0.14% | 93 |
|
|
2024
Q4 | $354K | Buy |
2,222
+277
| +14% | +$44.2K | 0.21% | 55 |
|
|
2024
Q3 | $295K | Buy |
1,945
+81
| +4% | +$12.3K | 0.18% | 64 |
|
|
2024
Q2 | $280K | Buy |
1,864
+11
| +0.6% | +$1.66K | 0.19% | 64 |
|
|
2024
Q1 | $250K | Buy |
+1,853
| New | +$250K | 0.17% | 65 |
|