3Chopt Investment Partners’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 | $314K | Sell |
1,810
-936
| -34% | -$162K | 0.08% | 179 |
|
2025
Q1 | $386K | Buy |
+2,746
| New | +$386K | 0.1% | 153 |
|
2024
Q3 | – | Sell |
-2,750
| Closed | -$414K | – | 121 |
|
2024
Q2 | $414K | Buy |
+2,750
| New | +$414K | 0.13% | 132 |
|
2024
Q1 | – | Sell |
-2,750
| Closed | -$338K | – | 112 |
|
2023
Q4 | $338K | Buy |
+2,750
| New | +$338K | 0.12% | 136 |
|