Valtinson Bruner Financial Planning’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
$258K Buy
+1,487
New +$258K 0.08% 125
2025
Q1
Sell
-1,329
Closed -$212K 152
2024
Q4
$212K Sell
1,329
-373
-22% -$59.5K 0.07% 138
2024
Q3
$258K Buy
+1,702
New +$258K 0.09% 118