Sigma Investment Counselors’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
2025
Q2
$224K Buy
+1,290
New +$224K 0.01% 191
2025
Q1
Sell
-1,593
Closed -$254K 192
2024
Q4
$254K Buy
1,593
+69
+5% +$11K 0.01% 177
2024
Q3
$231K Buy
+1,524
New +$231K 0.01% 185