Potentia Wealth’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
$329K Buy
1,897
+67
+4% +$11.6K 0.19% 57
2025
Q1
$257K Buy
1,830
+22
+1% +$3.09K 0.12% 82
2024
Q4
$288K Buy
+1,808
New +$288K 0.13% 83