Vermillion & White Wealth Management Group’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 | $56.8K | Hold |
328
| – | – | 0.04% | 128 |
|
|
2025
Q1 | $46.1K | Sell |
328
-2,550
| -89% | -$358K | 0.03% | 133 |
|
|
2024
Q4 | $459K | Buy |
2,878
+662
| +30% | +$106K | 0.34% | 43 |
|
|
2024
Q3 | $336K | Buy |
2,216
+234
| +12% | +$35.5K | 0.25% | 50 |
|
|
2024
Q2 | $298K | Buy |
1,982
+213
| +12% | +$32.1K | 0.22% | 55 |
|
|
2024
Q1 | $239K | Buy |
1,769
+796
| +82% | +$108K | 0.19% | 58 |
|
|
2023
Q4 | $119K | Buy |
+973
| New | +$119K | 0.12% | 55 |
|