STA
IYW icon

Summit Trail Advisors’s iShares US Technology ETF IYW Stock Holding History

Summit Trail Advisors’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 		$528K Buy
+3,047
New +$528K 0.01% 717
2018
Q1 		– Sell
-4
Closed – – 1066
2017
Q4 		$0 Buy
+4
New – ﹤0.01% 2032