UW
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Unique Wealth’s iShares US Technology ETF IYW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.56M Sell
26,326
-3,021
-10% -$523K 0.74% 35
2025
Q1
$4.12M Buy
29,347
+14,131
+93% +$1.98M 0.78% 34
2024
Q4
$2.43M Buy
15,216
+7,352
+93% +$1.17M 0.51% 44
2024
Q3
$1.19M Buy
+7,864
New +$1.19M 0.27% 60