Bartlett & Co’s iShares US Technology ETF IYW Stock Holding History

Bartlett & Co’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
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	$5K	Buy	+108	New	+$5K	﹤0.01%	721
2019 Q3	$5K	Hold	104	–	–	﹤0.01%	776
2019 Q2	$5K	Hold	104	–	–	﹤0.01%	628
2019 Q1	$5K	Hold	104	–	–	﹤0.01%	611
2018 Q4	$4K	Hold	104	–	–	﹤0.01%	631
2018 Q3	$5K	Hold	104	–	–	﹤0.01%	639
2018 Q2	$5K	Hold	104	–	–	﹤0.01%	636
2018 Q1	$4K	Hold	104	–	–	﹤0.01%	664
2017 Q4	$4K	Hold	104	–	–	﹤0.01%	643
2017 Q3	$4K	Hold	104	–	–	﹤0.01%	629
2017 Q2	$4K	Hold	104	–	–	﹤0.01%	631
2017 Q1	$4K	Hold	104	–	–	﹤0.01%	652
2016 Q4	$3K	Hold	104	–	–	﹤0.01%	656
2016 Q3	$3K	Hold	104	–	–	﹤0.01%	657
2016 Q2	$3K	Hold	104	–	–	﹤0.01%	677
2016 Q1	$3K	Hold	104	–	–	﹤0.01%	664
2015 Q4	$3K	Buy	104 +4	+4%	+$115	﹤0.01%	689
2015 Q3	$3K	Hold	100	–	–	﹤0.01%	685
2015 Q2	$3K	Hold	100	–	–	﹤0.01%	689
2015 Q1	$3K	Hold	100	–	–	﹤0.01%	679
2014 Q4	$3K	Hold	100	–	–	﹤0.01%	751
2014 Q3	$3K	Hold	100	–	–	﹤0.01%	666
2014 Q2	$2K	Hold	100	–	–	﹤0.01%	698
2014 Q1	$2K	Buy	+100	New	+$2K	﹤0.01%	680