Bellevue Asset 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
$12K Sell
69
-13
-16% -$2.26K 0.01% 271
2025
Q1
$11.5K Hold
82
0.01% 267
2024
Q4
$13.1K Buy
82
+67
+447% +$10.7K 0.01% 265
2024
Q3
$2.27K Hold
15
﹤0.01% 399
2024
Q2
$2.26K Hold
15
﹤0.01% 397
2024
Q1
$2.03K Hold
15
﹤0.01% 409
2023
Q4
$1.84K Hold
15
﹤0.01% 411
2023
Q3
$1.57K Hold
15
﹤0.01% 413
2023
Q2
$1.63K Hold
15
﹤0.01% 432
2023
Q1
$1.39K Hold
15
﹤0.01% 459
2022
Q4
$1.1K Sell
15
-30
-67% -$2.21K ﹤0.01% 475
2022
Q3
$3K Hold
45
﹤0.01% 353
2022
Q2
$4K Hold
45
﹤0.01% 337
2022
Q1
$5K Hold
45
﹤0.01% 352
2021
Q4
$5K Buy
+45
New +$5K ﹤0.01% 368