Wetzel Investment Advisors’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
$764K Sell
2025
Q2
$758K Sell
2025
Q1
$629K Buy
2024
Q4
$704K Buy
2024
Q3
$662K Buy
2024
Q2
$571K Hold
2024
Q1
$543K Buy
2023
Q4
$503K Buy