Balasa Dinverno & Foltz’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $269K | Hold |
3,660
| – | – | 0.02% | 282 |
|
|
2022
Q2 | $293K | Hold |
3,660
| – | – | 0.02% | 273 |
|
|
2022
Q1 | $377K | Hold |
3,660
| – | – | 0.03% | 232 |
|
|
2021
Q4 | $420K | Buy |
3,660
+800
| +28% | +$91.8K | 0.03% | 223 |
|
|
2021
Q3 | $290K | Hold |
2,860
| – | – | 0.02% | 261 |
|
|
2021
Q2 | $284K | Hold |
2,860
| – | – | 0.02% | 266 |
|
|
2021
Q1 | $251K | Hold |
2,860
| – | – | 0.02% | 265 |
|
|
2020
Q4 | $243K | Hold |
2,860
| – | – | 0.02% | 257 |
|
|
2020
Q3 | $215K | Buy |
+2,860
| New | +$215K | 0.02% | 243 |
|