Berkeley Capital 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 | $6.78M | Buy |
39,113
+295
| +0.8% | +$51.1K | 1.72% | 13 |
|
|
2025
Q1 | $5.45M | Buy |
38,818
+288
| +0.7% | +$40.4K | 1.5% | 12 |
|
|
2024
Q4 | $6.15M | Buy |
38,530
+1,084
| +3% | +$173K | 1.71% | 11 |
|
|
2024
Q3 | $5.68M | Sell |
37,446
-9,294
| -20% | -$1.41M | 1.62% | 11 |
|
|
2024
Q2 | $7.03M | Sell |
46,740
-2,001
| -4% | -$301K | 2.12% | 8 |
|
|
2024
Q1 | $6.58M | Sell |
48,741
-17,142
| -26% | -$2.32M | 2.01% | 10 |
|
|
2023
Q4 | $8.09M | Sell |
65,883
-2,580
| -4% | -$317K | 2.67% | 9 |
|
|
2023
Q3 | $7.18M | Sell |
68,463
-91
| -0.1% | -$9.55K | 2.59% | 8 |
|
|
2023
Q2 | $7.46M | Sell |
68,554
-794
| -1% | -$86.4K | 2.64% | 8 |
|
|
2023
Q1 | $6.44M | Buy |
69,348
+1,513
| +2% | +$140K | 2.38% | 8 |
|
|
2022
Q4 | $5.05M | Buy |
+67,835
| New | +$5.05M | 1.95% | 10 |
|