BBR Partners’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 | $3.29M | Buy |
18,982
+8,756
| +86% | +$1.52M | 0.2% | 52 |
|
2025
Q1 | $1.44M | Buy |
10,226
+5,178
| +103% | +$727K | 0.1% | 77 |
|
2024
Q4 | $805K | Buy |
+5,048
| New | +$805K | 0.06% | 111 |
|
2021
Q4 | – | Sell |
-8,400
| Closed | -$851K | – | 222 |
|
2021
Q3 | $851K | Buy |
+8,400
| New | +$851K | 0.07% | 102 |
|