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Summit Financial’s iShares US Technology ETF IYW Stock Holding History

Summit Financial’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 		$1.87M Buy
10,791
+7,882
+271% +$1.37M 0.04% 302
2025
Q1 		$409K Buy
2,909
+1,330
+84% +$187K 0.01% 559
2024
Q4 		$252K Buy
+1,579
New +$252K 0.01% 574