Rockbridge Investment 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
2024
Q1
Sell
-388
Closed -$47.6K 382
2023
Q4
$47.6K Buy
+388
New +$47.6K 0.01% 244
2022
Q2
Sell
-2,000
Closed -$206K 726
2022
Q1
$206K Hold
2,000
0.03% 158
2021
Q4
$230K Buy
+2,000
New +$230K 0.03% 159