Asset Dedication LLC’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $557K | Buy |
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|
2025
Q1 | $449K | Hold |
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|
2024
Q4 | $510K | Sell |
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|
2024
Q3 | $487K | Buy |
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|
2024
Q2 | $482K | Hold |
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|
2024
Q1 | $432K | Hold |
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|
2023
Q4 | $393K | Hold |
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|
2023
Q3 | $336K | Hold |
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|
2023
Q2 | $348K | Hold |
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|
2023
Q1 | $297K | Hold |
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|
2022
Q4 | $238K | Hold |
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|
2022
Q3 | $235K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $330K | Hold |
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|
2021
Q4 | $367K | Hold |
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|
2021
Q3 | $324K | Hold |
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|
2021
Q2 | $318K | Hold |
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|
2021
Q1 | $281K | Sell |
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|
2020
Q4 | $297K | Buy |
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|
2020
Q3 | $241K | Hold |
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|
2020
Q2 | $216K | Hold |
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|
2020
Q1 | $164K | Hold |
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|
2019
Q4 | $186K | Hold |
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|
2019
Q3 | $163K | Hold |
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|
2019
Q2 | $158K | Hold |
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|
2019
Q1 | $152K | Hold |
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|
2018
Q4 | $128K | Hold |
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|
2018
Q3 | $155K | Hold |
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|
2018
Q2 | $143K | Hold |
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|
2018
Q1 | $135K | Hold |
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|
2017
Q4 | $130K | Hold |
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|
2017
Q3 | $120K | Hold |
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|
2017
Q2 | $112K | Hold |
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|
2017
Q1 | $108K | Hold |
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|
2016
Q4 | $96K | Hold |
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|
2016
Q3 | $95K | Hold |
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|
2016
Q2 | $84K | Hold |
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|
2016
Q1 | $87K | Hold |
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|
2015
Q4 | $86K | Buy |
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