Accel Wealth Management’s iShares US Technology ETF IYW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $266K | Buy |
+1,533
| New | +$266K | 0.09% | 207 |
|
2022
Q2 | – | Sell |
-580
| Closed | -$60K | – | 1045 |
|
2022
Q1 | $60K | Hold |
580
| – | – | 0.03% | 336 |
|
2021
Q4 | $67K | Hold |
580
| – | – | 0.03% | 327 |
|
2021
Q3 | $59K | Hold |
580
| – | – | 0.04% | 298 |
|
2021
Q2 | $58K | Hold |
580
| – | – | 0.04% | 316 |
|
2021
Q1 | $51K | Hold |
580
| – | – | 0.04% | 309 |
|
2020
Q4 | $49K | Buy |
+580
| New | +$49K | 0.05% | 300 |
|