Alterna 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 | $1.57M | Buy |
9,049
+1,023
| +13% | +$177K | 1.26% | 21 |
|
|
2025
Q1 | $1.13M | Buy |
8,026
+2,132
| +36% | +$299K | 0.86% | 29 |
|
|
2024
Q4 | $940K | Sell |
5,894
-69
| -1% | -$11K | 0.79% | 34 |
|
|
2024
Q3 | $904K | Sell |
5,963
-1,664
| -22% | -$252K | 0.81% | 35 |
|
|
2024
Q2 | $1.15M | Buy |
7,627
+5,253
| +221% | +$791K | 1.01% | 29 |
|
|
2024
Q1 | $321K | Buy |
2,374
+508
| +27% | +$68.6K | 0.26% | 69 |
|
|
2023
Q4 | $229K | Sell |
1,866
-451
| -19% | -$55.4K | 0.28% | 70 |
|
|
2023
Q3 | $243K | Sell |
2,317
-7,288
| -76% | -$765K | 0.31% | 62 |
|
|
2023
Q2 | $1.05M | Buy |
9,605
+5,436
| +130% | +$592K | 1.21% | 26 |
|
|
2023
Q1 | $387K | Buy |
+4,169
| New | +$387K | 0.48% | 51 |
|