Bordeaux Wealth Advisors’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 | $2.18M | Hold |
12,600
| – | – | 0.28% | 38 |
|
|
2025
Q1 | $1.77M | Hold |
12,600
| – | – | 0.33% | 42 |
|
|
2024
Q4 | $2.01M | Sell |
12,600
-7
| -0.1% | -$1.12K | 0.32% | 40 |
|
|
2024
Q3 | $1.91M | Buy |
12,607
+7
| +0.1% | +$1.06K | 0.35% | 40 |
|
|
2024
Q2 | $1.9M | Hold |
12,600
| – | – | 0.36% | 38 |
|
|
2024
Q1 | $1.7M | Hold |
12,600
| – | – | 0.56% | 25 |
|
|
2023
Q4 | $1.55M | Hold |
12,600
| – | – | 0.52% | 25 |
|
|
2023
Q3 | $1.32M | Hold |
12,600
| – | – | 0.53% | 26 |
|
|
2023
Q2 | $1.37M | Hold |
12,600
| – | – | 0.56% | 24 |
|
|
2023
Q1 | $1.17M | Hold |
12,600
| – | – | 0.6% | 25 |
|
|
2022
Q4 | $939K | Hold |
12,600
| – | – | 0.52% | 26 |
|
|
2022
Q3 | $924K | Buy |
+12,600
| New | +$924K | 0.58% | 29 |
|