Anchor 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 | $350K | Hold |
2,022
| – | – | 0.03% | 295 |
|
|
2025
Q1 | $284K | Sell |
2,022
-48
| -2% | -$6.74K | 0.03% | 315 |
|
|
2024
Q4 | $330K | Sell |
2,070
-44
| -2% | -$7.02K | 0.03% | 295 |
|
|
2024
Q3 | $321K | Sell |
2,114
-28
| -1% | -$4.25K | 0.03% | 299 |
|
|
2024
Q2 | $322K | Sell |
2,142
-55
| -3% | -$8.28K | 0.03% | 284 |
|
|
2024
Q1 | $297K | Sell |
2,197
-51
| -2% | -$6.89K | 0.03% | 296 |
|
|
2023
Q4 | $276K | Sell |
2,248
-6
| -0.3% | -$737 | 0.03% | 300 |
|
|
2023
Q3 | $236K | Hold |
2,254
| – | – | 0.03% | 312 |
|
|
2023
Q2 | $245K | Buy |
2,254
+290
| +15% | +$31.6K | 0.03% | 308 |
|
|
2023
Q1 | $182K | Hold |
1,964
| – | – | 0.02% | 359 |
|
|
2022
Q4 | $146K | Sell |
1,964
-839
| -30% | -$62.5K | 0.02% | 385 |
|
|
2022
Q3 | $206K | Sell |
2,803
-38
| -1% | -$2.79K | 0.03% | 334 |
|
|
2022
Q2 | $227K | Sell |
2,841
-107
| -4% | -$8.56K | 0.03% | 330 |
|
|
2022
Q1 | $304K | Sell |
2,948
-1,270
| -30% | -$131K | 0.04% | 314 |
|
|
2021
Q4 | $484K | Sell |
4,218
-156
| -4% | -$17.9K | 0.06% | 252 |
|
|
2021
Q3 | $443K | Sell |
4,374
-53
| -1% | -$5.37K | 0.06% | 247 |
|
|
2021
Q2 | $440K | Buy |
4,427
+40
| +0.9% | +$3.98K | 0.06% | 250 |
|
|
2021
Q1 | $385K | Sell |
4,387
-2,210
| -34% | -$194K | 0.06% | 246 |
|
|
2020
Q4 | $561K | Buy |
6,597
+3,173
| +93% | +$270K | 0.1% | 174 |
|
|
2020
Q3 | $258K | Hold |
3,424
| – | – | 0.05% | 239 |
|
|
2020
Q2 | $231K | Hold |
3,424
| – | – | 0.05% | 241 |
|
|
2020
Q1 | $175K | Sell |
3,424
-64
| -2% | -$3.27K | 0.05% | 266 |
|
|
2019
Q4 | $203K | Sell |
3,488
-24
| -0.7% | -$1.4K | 0.04% | 294 |
|
|
2019
Q3 | $179K | Sell |
3,512
-732
| -17% | -$37.4K | 0.04% | 304 |
|
|
2019
Q2 | $210K | Buy |
4,244
+548
| +15% | +$27.1K | 0.05% | 286 |
|
|
2019
Q1 | $176K | Sell |
3,696
-2,740
| -43% | -$131K | 0.04% | 306 |
|
|
2018
Q4 | $257K | Sell |
6,436
-2,920
| -31% | -$117K | 0.07% | 229 |
|
|
2018
Q3 | $454K | Hold |
9,356
| – | – | 0.1% | 197 |
|
|
2018
Q2 | $417K | Hold |
9,356
| – | – | 0.1% | 203 |
|
|
2018
Q1 | $393K | Hold |
9,356
| – | – | 0.1% | 208 |
|
|
2017
Q4 | $381K | Buy |
9,356
+2,412
| +35% | +$98.2K | 0.1% | 206 |
|
|
2017
Q3 | $260K | Buy |
+6,944
| New | +$260K | 0.08% | 242 |
|