Sharp Financial Services’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
Q4
Sell
-34,326
Closed -$5.2M 102
2024
Q3
$5.2M Buy
34,326
+2,285
+7% +$346K 4.02% 7
2024
Q2
$4.82M Buy
32,041
+1,413
+5% +$213K 4.14% 4
2024
Q1
$4.14M Buy
30,628
+3,707
+14% +$501K 3.85% 7
2023
Q4
$3.3M Buy
+26,921
New +$3.3M 3.58% 10