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 |
|