Twin Peaks Wealth Advisors’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 | $2.43M | Sell |
13,094
-700
| -5% | -$130K | 0.79% | 30 |
|
|
2025
Q1 | $1.89M | Buy |
13,794
+1,886
| +16% | +$258K | 0.86% | 29 |
|
|
2024
Q4 | $1.9M | Buy |
11,908
+594
| +5% | +$94.8K | 0.8% | 32 |
|
|
2024
Q3 | $1.72M | Buy |
11,314
+701
| +7% | +$106K | 0.79% | 32 |
|
|
2024
Q2 | $1.6M | Buy |
10,613
+1,876
| +21% | +$282K | 0.8% | 35 |
|
|
2024
Q1 | $1.18M | Buy |
8,737
+2,216
| +34% | +$299K | 0.66% | 38 |
|
|
2023
Q4 | $800K | Buy |
+6,521
| New | +$800K | 0.51% | 41 |
|