WealthPlan Investment Management’s iShares US Technology ETF IYW Stock Holding History

WealthPlan Investment Management’s Portfolio IYW Stock Details IYW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.28M	Sell
2025 Q2	$3.14M	Buy
2023 Q1	–	Sell
2022 Q4	$642K	Buy
2022 Q3	$567K	Buy
2022 Q1	$377K	Buy