Sax Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Sax Wealth Advisors’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.47M	Sell
2025 Q2	$1.32M	Buy
2025 Q1	$510K	Buy
2024 Q4	$564K	Hold
2024 Q3	$536K	Hold
2024 Q2	$532K	Buy