Verum Partners’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
$237K Buy
+1,371
New +$237K 0.05% 149
2025
Q1
Sell
-1,390
Closed -$222K 168
2024
Q4
$222K Hold
1,390
0.06% 150
2024
Q3
$211K Buy
1,390
+1
+0.1% +$152 0.06% 155
2024
Q2
$209K Buy
+1,389
New +$209K 0.07% 149