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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$618K Sell
2025
Q2
$5.56M Sell
2025
Q1
$8.64M Buy
2024
Q4
$4.75M Sell
2024
Q3
$8.68M Buy
2024
Q2
$4.77M Sell
2024
Q1
$4.48M Sell
2023
Q4
$6.45M Buy
2023
Q3
$2.54M Sell
2023
Q2
$8.81M Buy
2023
Q1
$4.89M Buy
2022
Q4
$2.77M Buy