Bradley Foster & Sargent’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
$567K Sell
3,270
-1,752
-35% -$304K 0.01% 370
2025
Q1
$705K Sell
5,022
-50
-1% -$7.02K 0.01% 306
2024
Q4
$809K Sell
5,072
-59
-1% -$9.41K 0.01% 303
2024
Q3
$778K Buy
5,131
+580
+13% +$87.9K 0.01% 313
2024
Q2
$685K Buy
4,551
+400
+10% +$60.2K 0.01% 319
2024
Q1
$561K Hold
4,151
0.01% 341
2023
Q4
$510K Hold
4,151
0.01% 343
2023
Q3
$452K Hold
4,151
0.01% 351
2023
Q2
$452K Hold
4,151
0.01% 351
2023
Q1
$385K Hold
4,151
0.01% 353
2022
Q4
$309K Hold
4,151
0.01% 371
2022
Q3
$305K Hold
4,151
0.01% 365
2022
Q2
$332K Hold
4,151
0.01% 367
2022
Q1
$428K Hold
4,151
0.01% 364
2021
Q4
$477K Hold
4,151
0.01% 336
2021
Q3
$420K Buy
+4,151
New +$420K 0.01% 325