YWM
Yardley Wealth Management’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Sell |
2,723
-94
| -3% | -$16.3K | 0.26% | 27 |
|
|
2025
Q1 | $396K | Sell |
2,817
-8,451
| -75% | -$1.19M | 0.23% | 29 |
|
|
2024
Q4 | $1.75M | Buy |
11,268
+8,451
| +300% | +$1.31M | 0.85% | 19 |
|
|
2024
Q3 | $427K | Buy |
+2,817
| New | +$427K | 0.25% | 30 |
|