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

SWP 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 		$2.43M Sell
14,046
-3,691
-21% -$640K 1.34% 24
2025
Q1 		$2.49M Buy
17,737
+2,087
+13% +$293K 1.52% 16
2024
Q4 		$2.5M Buy
+15,650
New +$2.5M 1.51% 17