Beach Investment Counsel’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.38M | Hold |
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|
2024
Q4 | $1.56M | Hold |
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|
2024
Q3 | $1.49M | Hold |
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|
2024
Q2 | $1.48M | Hold |
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|
2024
Q1 | $1.2M | Hold |
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|
2023
Q4 | $1.2M | Hold |
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|
2023
Q3 | $1.03M | Hold |
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|
2023
Q2 | $1.07M | Hold |
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|
2023
Q1 | $910K | Hold |
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|
2022
Q4 | $730K | Hold |
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|
2022
Q3 | $719K | Hold |
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|
2022
Q2 | $784K | Hold |
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|
2022
Q1 | $1.01M | Hold |
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|
2021
Q4 | $1.13M | Hold |
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|
2021
Q3 | $992K | Hold |
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|
2021
Q2 | $974K | Hold |
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|
2021
Q1 | $859K | Hold |
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|
2020
Q4 | $834K | Hold |
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|
2020
Q3 | $738K | Sell |
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|
2020
Q2 | $728K | Hold |
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|
2020
Q1 | $552K | Hold |
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|
2019
Q4 | $628K | Sell |
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|
2019
Q3 | $694K | Hold |
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|
2019
Q2 | $673K | Hold |
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|
2019
Q1 | $648K | Hold |
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|
2018
Q4 | $592K | Hold |
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|
2018
Q3 | $660K | Hold |
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|
2018
Q2 | $606K | Hold |
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|
2018
Q1 | $572K | Hold |
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|
2017
Q4 | $553K | Hold |
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|
2017
Q3 | $510K | Hold |
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|
2017
Q2 | $475K | Hold |
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|
2017
Q1 | $460K | Hold |
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|
2016
Q4 | $409K | Hold |
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|
2016
Q3 | $405K | Hold |
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|
2016
Q2 | $358K | Sell |
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|
2016
Q1 | $467K | Hold |
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|
2015
Q4 | $460K | Sell |
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|
2015
Q3 | $494K | Hold |
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|
2015
Q2 | $523K | Hold |
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|
2015
Q1 | $525K | Hold |
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|
2014
Q4 | $522K | Buy |
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