SFP
IYW icon

Shepherd Financial Partners’s iShares US Technology ETF IYW Stock Holding History

Shepherd Financial Partners’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$15.7M Buy
90,776
+2,536
+3% +$439K 1.66% 15
2025
Q1 		$12.4M Buy
+88,240
New +$12.4M 1.45% 17