Accredited Investors’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 | $420K | Hold |
2,424
| – | – | 0.02% | 150 |
|
2025
Q1 | $340K | Hold |
2,424
| – | – | 0.02% | 162 |
|
2024
Q4 | $387K | Hold |
2,424
| – | – | 0.02% | 156 |
|
2024
Q3 | $367K | Buy |
2,424
+1
| +0% | +$152 | 0.02% | 156 |
|
2024
Q2 | $365K | Hold |
2,423
| – | – | 0.02% | 147 |
|
2024
Q1 | $327K | Buy |
2,423
+8
| +0.3% | +$1.08K | 0.02% | 155 |
|
2023
Q4 | $296K | Buy |
2,415
+1
| +0% | +$123 | 0.02% | 153 |
|
2023
Q3 | $253K | Sell |
2,414
-292
| -11% | -$30.6K | 0.02% | 151 |
|
2023
Q2 | $295K | Buy |
2,706
+2
| +0.1% | +$218 | 0.02% | 149 |
|
2023
Q1 | $251K | Buy |
2,704
+3
| +0.1% | +$278 | 0.02% | 164 |
|
2022
Q4 | $201K | Buy |
+2,701
| New | +$201K | 0.02% | 179 |
|
2022
Q3 | – | Sell |
-2,696
| Closed | -$216K | – | 175 |
|
2022
Q2 | $216K | Buy |
2,696
+1
| +0% | +$80 | 0.03% | 160 |
|
2022
Q1 | $278K | Buy |
2,695
+50
| +2% | +$5.16K | 0.03% | 151 |
|
2021
Q4 | $304K | Buy |
2,645
+55
| +2% | +$6.32K | 0.03% | 144 |
|
2021
Q3 | $262K | Hold |
2,590
| – | – | 0.03% | 146 |
|
2021
Q2 | $257K | Buy |
2,590
+5
| +0.2% | +$496 | 0.03% | 143 |
|
2021
Q1 | $227K | Buy |
2,585
+40
| +2% | +$3.51K | 0.03% | 144 |
|
2020
Q4 | $217K | Buy |
+2,545
| New | +$217K | 0.04% | 141 |
|