Bartlett & Co Wealth Management’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 | $6.1M | Sell |
35,210
-733
| -2% | -$127K | 0.09% | 125 |
|
|
2025
Q1 | $5.05M | Buy |
35,943
+10,895
| +43% | +$1.53M | 0.07% | 136 |
|
|
2024
Q4 | $4M | Sell |
25,048
-284
| -1% | -$45.3K | 0.06% | 149 |
|
|
2024
Q3 | $3.84M | Sell |
25,332
-426
| -2% | -$64.6K | 0.06% | 153 |
|
|
2024
Q2 | $3.88M | Sell |
25,758
-1,773
| -6% | -$267K | 0.06% | 152 |
|
|
2024
Q1 | $3.72M | Sell |
27,531
-147
| -0.5% | -$19.9K | 0.06% | 154 |
|
|
2023
Q4 | $3.41M | Hold |
27,678
| – | – | 0.06% | 156 |
|
|
2023
Q3 | $2.91M | Sell |
27,678
-82
| -0.3% | -$8.61K | 0.05% | 162 |
|
|
2023
Q2 | $3.02M | Sell |
27,760
-162
| -0.6% | -$17.6K | 0.05% | 159 |
|
|
2023
Q1 | $2.59M | Hold |
27,922
| – | – | 0.05% | 161 |
|
|
2022
Q4 | $2.08M | Buy |
27,922
+1
| +0% | +$74 | 0.04% | 179 |
|
|
2022
Q3 | $2.05M | Hold |
27,921
| – | – | 0.04% | 167 |
|
|
2022
Q2 | $2.23M | Sell |
27,921
-88
| -0.3% | -$7.04K | 0.05% | 164 |
|
|
2022
Q1 | $2.89M | Buy |
28,009
+539
| +2% | +$55.5K | 0.05% | 159 |
|
|
2021
Q4 | $3.15M | Buy |
27,470
+11,945
| +77% | +$1.37M | 0.05% | 157 |
|
|
2021
Q3 | $1.57M | Hold |
15,525
| – | – | 0.03% | 184 |
|
|
2021
Q2 | $1.54M | Buy |
15,525
+1,648
| +12% | +$164K | 0.03% | 188 |
|
|
2021
Q1 | $1.22M | Hold |
13,877
| – | – | 0.02% | 196 |
|
|
2020
Q4 | $1.18M | Sell |
13,877
-651
| -4% | -$55.4K | 0.03% | 194 |
|
|
2020
Q3 | $1.09M | Buy |
14,528
+4,460
| +44% | +$336K | 0.03% | 196 |
|
|
2020
Q2 | $679K | Buy |
10,068
+9,960
| +9,222% | +$672K | 0.02% | 216 |
|
|
2020
Q1 | $5.43K | Hold |
108
| – | – | ﹤0.01% | 715 |
|
|
2019
Q4 | $6.18K | Buy |
108
+4
| +4% | +$229 | ﹤0.01% | 754 |
|
|
2019
Q3 | $5.41K | Hold |
104
| – | – | ﹤0.01% | 771 |
|
|
2019
Q2 | $5.24K | Hold |
104
| – | – | ﹤0.01% | 626 |
|
|
2019
Q1 | $5.04K | Hold |
104
| – | – | ﹤0.01% | 612 |
|
|
2018
Q4 | $4.22K | Hold |
104
| – | – | ﹤0.01% | 632 |
|
|
2018
Q3 | $5.11K | Hold |
104
| – | – | ﹤0.01% | 638 |
|
|
2018
Q2 | $4.68K | Hold |
104
| – | – | ﹤0.01% | 644 |
|
|
2018
Q1 | $4.41K | Buy |
+104
| New | +$4.41K | ﹤0.01% | 662 |
|