SWP
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Sagespring Wealth Partners’s iShares US Technology ETF IYW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$90.5M Sell
522,502
-34,338
-6% -$5.95M 1.95% 13
2025
Q1
$78.2M Sell
556,840
-8,831
-2% -$1.24M 1.97% 13
2024
Q4
$90.2M Buy
+565,671
New +$90.2M 2.38% 11