Rappaport Reiches Capital 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
2025
Q1
$394K Sell
2,805
-313
-10% -$44K 0.1% 72
2024
Q4
$497K Buy
3,118
+101
+3% +$16.1K 0.13% 58
2024
Q3
$457K Buy
3,017
+152
+5% +$23K 0.12% 63
2024
Q2
$431K Buy
2,865
+690
+32% +$104K 0.13% 61
2024
Q1
$294K Buy
+2,175
New +$294K 0.09% 81