Symphony Financial Services’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	$857K	Sell	4,946 -3	-0.1%	-$520	0.51%	30
2025 Q1	$695K	Buy	4,949 +188	+4%	+$26.4K	0.45%	32
2024 Q4	$760K	Sell	4,761 -148	-3%	-$23.6K	0.61%	28
2024 Q3	$744K	Buy	4,909 +491	+11%	+$74.4K	0.63%	29
2024 Q2	$693K	Buy	+4,418	New	+$693K	0.6%	32