Beverly Hills Private Wealth’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 | $298K | Sell |
1,720
-232
| -12% | -$40.2K | 0.06% | 268 |
|
|
2025
Q1 | $274K | Sell |
1,952
-64
| -3% | -$8.99K | 0.05% | 284 |
|
|
2024
Q4 | $322K | Sell |
2,016
-191
| -9% | -$30.5K | 0.07% | 245 |
|
|
2024
Q3 | $335K | Sell |
2,207
-502
| -19% | -$76.1K | 0.07% | 251 |
|
|
2024
Q2 | $408K | Sell |
2,709
-75
| -3% | -$11.3K | 0.09% | 216 |
|
|
2024
Q1 | $376K | Sell |
2,784
-196
| -7% | -$26.5K | 0.09% | 243 |
|
|
2023
Q4 | $366K | Sell |
2,980
-163
| -5% | -$20K | 0.1% | 224 |
|
|
2023
Q3 | $330K | Sell |
3,143
-2,462
| -44% | -$258K | 0.1% | 217 |
|
|
2023
Q2 | $610K | Buy |
5,605
+881
| +19% | +$95.8K | 0.1% | 211 |
|
|
2023
Q1 | $438K | Buy |
+4,724
| New | +$438K | 0.14% | 166 |
|