Beaird Harris 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 | $607K | Buy |
3,505
+1,000
| +40% | +$173K | 0.05% | 83 |
|
|
2025
Q1 | $352K | Sell |
2,505
-160
| -6% | -$22.5K | 0.03% | 96 |
|
|
2024
Q4 | $425K | Sell |
2,665
-23
| -0.9% | -$3.67K | 0.04% | 92 |
|
|
2024
Q3 | $408K | Sell |
2,688
-60
| -2% | -$9.1K | 0.04% | 98 |
|
|
2024
Q2 | $414K | Buy |
2,748
+23
| +0.8% | +$3.46K | 0.04% | 90 |
|
|
2024
Q1 | $368K | Hold |
2,725
| – | – | 0.04% | 85 |
|
|
2023
Q4 | $334K | Sell |
2,725
-75
| -3% | -$9.21K | 0.04% | 78 |
|
|
2023
Q3 | $294K | Hold |
2,800
| – | – | 0.04% | 75 |
|
|
2023
Q2 | $305K | Hold |
2,800
| – | – | 0.04% | 76 |
|
|
2023
Q1 | $260K | Hold |
2,800
| – | – | 0.05% | 78 |
|
|
2022
Q4 | $209K | Hold |
2,800
| – | – | 0.04% | 86 |
|
|
2022
Q3 | $205K | Hold |
2,800
| – | – | 0.04% | 80 |
|
|
2022
Q2 | $224K | Hold |
2,800
| – | – | 0.06% | 64 |
|
|
2022
Q1 | $289K | Hold |
2,800
| – | – | 0.1% | 70 |
|
|
2021
Q4 | $321K | Buy |
+2,800
| New | +$321K | 0.12% | 85 |
|