Bleakley Financial Group’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 | $8.22M | Buy |
47,441
+599
| +1% | +$104K | 0.21% | 90 |
|
|
2025
Q1 | $6.58M | Sell |
46,842
-5,385
| -10% | -$756K | 0.21% | 91 |
|
|
2024
Q4 | $8.33M | Sell |
52,227
-418
| -0.8% | -$66.7K | 0.25% | 70 |
|
|
2024
Q3 | $7.98M | Sell |
52,645
-1,820
| -3% | -$276K | 0.24% | 67 |
|
|
2024
Q2 | $8.2M | Sell |
54,465
-13,942
| -20% | -$2.1M | 0.24% | 78 |
|
|
2024
Q1 | $9.24M | Sell |
68,407
-5,893
| -8% | -$796K | 0.27% | 74 |
|
|
2023
Q4 | $9.12M | Sell |
74,300
-854
| -1% | -$105K | 0.29% | 63 |
|
|
2023
Q3 | $7.89M | Sell |
75,154
-3,028
| -4% | -$318K | 0.28% | 75 |
|
|
2023
Q2 | $8.51M | Sell |
78,182
-4,991
| -6% | -$543K | 0.27% | 73 |
|
|
2023
Q1 | $7.72M | Sell |
83,173
-3,202
| -4% | -$297K | 0.26% | 78 |
|
|
2022
Q4 | $6.43M | Buy |
+86,375
| New | +$6.43M | 0.23% | 90 |
|