Accurate Wealth Management’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 | $397K | Sell |
2,257
-62
| -3% | -$10.9K | 0.06% | 306 |
|
|
2025
Q1 | $315K | Sell |
2,319
-688
| -23% | -$93.4K | 0.06% | 272 |
|
|
2024
Q4 | $475K | Buy |
3,007
+113
| +4% | +$17.8K | 0.09% | 207 |
|
|
2024
Q3 | $446K | Buy |
2,894
+1,325
| +84% | +$204K | 0.09% | 221 |
|
|
2024
Q2 | $246K | Buy |
+1,569
| New | +$246K | 0.06% | 275 |
|
|
2023
Q1 | – | Sell |
-1,228
| Closed | -$93.3K | – | 840 |
|
|
2022
Q4 | $93.3K | Buy |
+1,228
| New | +$93.3K | 0.03% | 320 |
|