BIM
Baldwin Investment Management’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Hold |
2,030
| – | – | 0.04% | 174 |
|
|
2025
Q1 | $285K | Hold |
2,030
| – | – | 0.03% | 181 |
|
|
2024
Q4 | $324K | Hold |
2,030
| – | – | 0.04% | 171 |
|
|
2024
Q3 | $308K | Hold |
2,030
| – | – | 0.04% | 183 |
|
|
2024
Q2 | $306K | Hold |
2,030
| – | – | 0.04% | 178 |
|
|
2024
Q1 | $274K | Hold |
2,030
| – | – | 0.04% | 190 |
|
|
2023
Q4 | $249K | Sell |
2,030
-400
| -16% | -$49.1K | 0.04% | 183 |
|
|
2023
Q3 | $255K | Hold |
2,430
| – | – | 0.04% | 175 |
|
|
2023
Q2 | $265K | Sell |
2,430
-70
| -3% | -$7.62K | 0.04% | 175 |
|
|
2023
Q1 | $232K | Buy |
+2,500
| New | +$232K | 0.04% | 187 |
|
|
2022
Q2 | – | Sell |
-2,500
| Closed | -$258 | – | 221 |
|
|
2022
Q1 | $258 | Hold |
2,500
| – | – | 0.04% | 221 |
|
|
2021
Q4 | $287 | Sell |
2,500
-100
| -4% | -$11 | 0.04% | 207 |
|
|
2021
Q3 | $263K | Hold |
2,600
| – | – | 0.05% | 214 |
|
|
2021
Q2 | $258K | Hold |
2,600
| – | – | 0.04% | 216 |
|
|
2021
Q1 | $228K | Hold |
2,600
| – | – | 0.04% | 224 |
|
|
2020
Q4 | $221K | Buy |
+2,600
| New | +$221K | 0.04% | 219 |
|