Allen Investment 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
$947K Hold
5,464
0.01% 139
2025
Q1
$767K Hold
5,464
0.01% 143
2024
Q4
$872K Hold
5,464
0.01% 142
2024
Q3
$828K Hold
5,464
0.01% 152
2024
Q2
$822K Hold
5,464
0.01% 147
2024
Q1
$738K Hold
5,464
0.01% 141
2023
Q4
$671K Hold
5,464
0.01% 147
2023
Q3
$573K Hold
5,464
0.01% 158
2023
Q2
$595K Hold
5,464
0.01% 152
2023
Q1
$507K Hold
5,464
0.01% 157
2022
Q4
$407K Hold
5,464
0.01% 172
2022
Q3
$401K Hold
5,464
0.01% 168
2022
Q2
$437K Hold
5,464
0.01% 172
2022
Q1
$563K Hold
5,464
0.01% 168
2021
Q4
$627K Hold
5,464
0.01% 169
2021
Q3
$553K Hold
5,464
0.01% 137
2021
Q2
$543K Hold
5,464
0.01% 131
2021
Q1
$479K Hold
5,464
0.01% 139
2020
Q4
$465K Hold
5,464
0.01% 134
2020
Q3
$411K Hold
5,464
0.01% 137
2020
Q2
$369K Hold
5,464
0.01% 137
2020
Q1
$279K Hold
5,464
0.01% 149
2019
Q4
$318K Hold
5,464
0.01% 151
2019
Q3
$279K Hold
5,464
0.01% 172
2019
Q2
$270K Hold
5,464
0.01% 178
2019
Q1
$260K Buy
+5,464
New +$260K 0.01% 176
2016
Q2
Sell
-8,068
Closed -$219K 227
2016
Q1
$219K Buy
+8,068
New +$219K 0.02% 185