Root Financial Partners’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 | $713K | Buy |
4,116
+166
| +4% | +$28.8K | 0.07% | 91 |
|
|
2025
Q1 | $555K | Sell |
3,950
-54
| -1% | -$7.58K | 0.06% | 106 |
|
|
2024
Q4 | $639K | Buy |
4,004
+55
| +1% | +$8.77K | 0.08% | 97 |
|
|
2024
Q3 | $599K | Hold |
3,949
| – | – | 0.1% | 81 |
|
|
2024
Q2 | $594K | Buy |
3,949
+391
| +11% | +$58.8K | 0.14% | 59 |
|
|
2024
Q1 | $481K | Hold |
3,558
| – | – | 0.14% | 58 |
|
|
2023
Q4 | $437K | Buy |
+3,558
| New | +$437K | 0.16% | 55 |
|