Bedel Financial Consulting’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,024
| Closed | -$106K | – | 536 |
|
|
2022
Q1 | $106K | Hold |
1,024
| – | – | 0.03% | 271 |
|
|
2021
Q4 | $118K | Hold |
1,024
| – | – | 0.04% | 255 |
|
|
2021
Q3 | $104K | Hold |
1,024
| – | – | 0.04% | 263 |
|
|
2021
Q2 | $102K | Hold |
1,024
| – | – | 0.04% | 268 |
|
|
2021
Q1 | $90K | Hold |
1,024
| – | – | 0.03% | 277 |
|
|
2020
Q4 | $87K | Hold |
1,024
| – | – | 0.04% | 246 |
|
|
2020
Q3 | $77K | Hold |
1,024
| – | – | 0.04% | 243 |
|
|
2020
Q2 | $69K | Hold |
1,024
| – | – | 0.04% | 246 |
|
|
2020
Q1 | $52K | Hold |
1,024
| – | – | 0.03% | 259 |
|
|
2019
Q4 | $60K | Hold |
1,024
| – | – | 0.03% | 269 |
|
|
2019
Q3 | $52K | Hold |
1,024
| – | – | 0.03% | 279 |
|
|
2019
Q2 | $51K | Hold |
1,024
| – | – | 0.03% | 281 |
|
|
2019
Q1 | $49K | Hold |
1,024
| – | – | 0.03% | 280 |
|
|
2018
Q4 | $41K | Hold |
1,024
| – | – | 0.03% | 278 |
|
|
2018
Q3 | $47K | Hold |
1,024
| – | – | 0.03% | 280 |
|
|
2018
Q2 | $46K | Hold |
1,024
| – | – | 0.03% | 276 |
|
|
2018
Q1 | $43K | Buy |
+1,024
| New | +$43K | 0.03% | 283 |
|