SteelPeak Wealth’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
$10.5M Sell
60,698
-9,862
-14% -$1.71M 0.41% 58
2025
Q1
$9.91M Sell
70,560
-1,710
-2% -$240K 0.41% 57
2024
Q4
$11.5M Sell
72,270
-4,193
-5% -$669K 0.47% 43
2024
Q3
$11.6M Sell
76,463
-10,313
-12% -$1.56M 0.5% 48
2024
Q2
$13.1M Buy
86,776
+3,916
+5% +$589K 0.6% 43
2024
Q1
$11.2M Buy
82,860
+13,124
+19% +$1.77M 0.56% 43
2023
Q4
$8.56M Buy
69,736
+22,395
+47% +$2.75M 0.5% 51
2023
Q3
$4.97M Sell
47,341
-46,517
-50% -$4.88M 0.31% 70
2023
Q2
$10.2M Sell
93,858
-151
-0.2% -$16.4K 0.61% 44
2023
Q1
$8.72M Buy
94,009
+39,461
+72% +$3.66M 0.59% 50
2022
Q4
$4.06M Sell
54,548
-49,035
-47% -$3.65M 0.3% 76
2022
Q3
$7.6M Buy
103,583
+100,991
+3,896% +$7.41M 0.57% 50
2022
Q2
$207K Sell
2,592
-179,385
-99% -$14.3M 0.01% 366
2022
Q1
$18.8M Buy
+181,977
New +$18.8M 1.06% 19