Zhang Financial’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
$1.1M Buy
6,356
+9
+0.1% +$1.56K 0.05% 158
2025
Q1
$891K Buy
+6,347
New +$891K 0.05% 170
2024
Q1
Sell
-2,337
Closed -$287K 271
2023
Q4
$287K Buy
+2,337
New +$287K 0.02% 220