WealthPLAN Partners’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $1.01M | Sell |
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|
2025
Q1 | $853K | Buy |
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|
2024
Q4 | $940K | Sell |
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|
2024
Q3 | $1.03M | Sell |
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|
2024
Q2 | $1.12M | Buy |
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|
2024
Q1 | $984K | Buy |
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|
2023
Q4 | $889K | Buy |
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|
2023
Q3 | $393K | Sell |
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|
2023
Q2 | $677K | Sell |
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|
2023
Q1 | $811K | Buy |
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|
2022
Q4 | $647K | Buy |
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|
2022
Q1 | $377K | Sell |
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|
2021
Q4 | $462K | Sell |
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|
2021
Q3 | $531K | Buy |
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|
2021
Q2 | $284K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $216K | Hold |
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|
2018
Q1 | $204K | Sell |
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|
2017
Q4 | $209K | Sell |
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|
2017
Q3 | $309K | Buy |
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|
2016
Q3 | $58.4K | Buy |
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|
2016
Q2 | $28 | Buy |
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