B
Bailard’s iShares US Technology ETF IYW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $408K | Buy |
2,356
+600
| +34% | +$104K | 0.01% | 536 |
|
2025
Q1 | $247K | Hold |
1,756
| – | – | 0.01% | 632 |
|
2024
Q4 | $280K | Hold |
1,756
| – | – | 0.01% | 593 |
|
2024
Q3 | $266K | Hold |
1,756
| – | – | 0.01% | 629 |
|
2024
Q2 | $264K | Hold |
1,756
| – | – | 0.01% | 584 |
|
2024
Q1 | $237K | Hold |
1,756
| – | – | 0.01% | 647 |
|
2023
Q4 | $216K | Buy |
+1,756
| New | +$216K | 0.01% | 642 |
|
2022
Q3 | – | Sell |
-2,659
| Closed | -$213K | – | 709 |
|
2022
Q2 | $213K | Hold |
2,659
| – | – | 0.01% | 595 |
|
2022
Q1 | $274K | Buy |
2,659
+903
| +51% | +$93.1K | 0.01% | 564 |
|
2021
Q4 | $202K | Buy |
+1,756
| New | +$202K | 0.01% | 689 |
|
2019
Q1 | – | Sell |
-2,867
| Closed | -$459K | – | 567 |
|
2018
Q4 | $459K | Buy |
+2,867
| New | +$459K | 0.03% | 316 |
|