Annis Gardner Whiting Capital Advisors’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 | $377K | Buy |
2,175
+1,763
| +428% | +$305K | 0.13% | 144 |
|
|
2025
Q1 | $57.9K | Hold |
412
| – | – | 0.02% | 339 |
|
|
2024
Q4 | $65.7K | Hold |
412
| – | – | 0.02% | 322 |
|
|
2024
Q3 | $62.5K | Hold |
412
| – | – | 0.02% | 342 |
|
|
2024
Q2 | $62K | Hold |
412
| – | – | 0.02% | 375 |
|
|
2024
Q1 | $55.6K | Hold |
412
| – | – | 0.02% | 370 |
|
|
2023
Q4 | $50.6K | Hold |
412
| – | – | 0.02% | 301 |
|
|
2023
Q3 | $43.3K | Buy |
+412
| New | +$43.3K | 0.02% | 297 |
|