Shared Vision Wealth Group’s iShares US Technology ETF IYW Stock Holding History

Shared Vision Wealth Group’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 Q2	$3.04M	Sell
2025 Q1	$2.43M	Sell
2024 Q4	$2.91M	Sell
2024 Q3	$2.87M	Buy
2024 Q2	$2.84M	Buy
2024 Q1	$2.54M	Buy
2023 Q4	$2.17M	Buy