WealthPlan Investment Management’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	$3.14M	Buy	+18,113	New	+$3.14M	0.23%	100
2023 Q1	–	Sell	-7,393	Closed	-$642K	–	511
2022 Q4	$642K	Buy	7,393 +58	+0.8%	+$5.04K	0.04%	221
2022 Q3	$567K	Buy	+7,335	New	+$567K	0.04%	229
2022 Q1	$377K	Buy	+4,207	New	+$377K	0.03%	283