Blue Fin Capital’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 | $432K | Buy |
+2,493
| New | +$432K | 0.07% | 107 |
|
|
2024
Q4 | $399K | Buy |
2,500
+24
| +1% | +$3.83K | 0.07% | 108 |
|
|
2024
Q3 | $375K | Hold |
2,476
| – | – | 0.07% | 115 |
|
|
2024
Q2 | $373K | Buy |
2,476
+87
| +4% | +$13.1K | 0.07% | 110 |
|
|
2024
Q1 | $323K | Hold |
2,389
| – | – | 0.07% | 117 |
|
|
2023
Q4 | $293K | Hold |
2,389
| – | – | 0.08% | 119 |
|
|
2023
Q3 | $251K | Sell |
2,389
-1,815
| -43% | -$190K | 0.07% | 119 |
|
|
2023
Q2 | $458K | Hold |
4,204
| – | – | 0.13% | 91 |
|
|
2023
Q1 | $383K | Sell |
4,204
-256
| -6% | -$23.3K | 0.12% | 102 |
|
|
2022
Q4 | $332K | Hold |
4,460
| – | – | 0.12% | 102 |
|
|
2022
Q3 | $327K | Hold |
4,460
| – | – | 0.12% | 101 |
|
|
2022
Q2 | $356K | Hold |
4,460
| – | – | 0.13% | 100 |
|
|
2022
Q1 | $459K | Hold |
4,460
| – | – | 0.13% | 90 |
|
|
2021
Q4 | $512K | Sell |
4,460
-179
| -4% | -$20.5K | 0.14% | 88 |
|
|
2021
Q3 | $469K | Hold |
4,639
| – | – | 0.14% | 87 |
|
|
2021
Q2 | $461K | Hold |
4,639
| – | – | 0.14% | 88 |
|
|
2021
Q1 | $406K | Buy |
4,639
+179
| +4% | +$15.7K | 0.14% | 88 |
|
|
2020
Q4 | $379K | Hold |
4,460
| – | – | 0.14% | 88 |
|
|
2020
Q3 | $335K | Buy |
4,460
+304
| +7% | +$22.8K | 0.14% | 91 |
|
|
2020
Q2 | $280K | Buy |
4,156
+176
| +4% | +$11.9K | 0.12% | 95 |
|
|
2020
Q1 | $203K | Buy |
+3,980
| New | +$203K | 0.11% | 111 |
|