BOK Financial 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 | $381K | Hold |
2,200
| – | – | 0.03% | 141 |
|
2025
Q1 | $309K | Hold |
2,200
| – | – | 0.02% | 147 |
|
2024
Q4 | $351K | Hold |
2,200
| – | – | 0.03% | 147 |
|
2024
Q3 | $334K | Hold |
2,200
| – | – | 0.02% | 148 |
|
2024
Q2 | $331K | Hold |
2,200
| – | – | 0.02% | 148 |
|
2024
Q1 | $297K | Hold |
2,200
| – | – | 0.02% | 154 |
|
2023
Q4 | $270K | Sell |
2,200
-1,100
| -33% | -$135K | 0.02% | 149 |
|
2023
Q3 | $346K | Buy |
+3,300
| New | +$346K | 0.03% | 140 |
|