Burkett Financial Services’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 | $105K | Hold |
604
| – | – | 0.04% | 67 |
|
|
2025
Q1 | $84.8K | Hold |
604
| – | – | 0.03% | 70 |
|
|
2024
Q4 | $96.3K | Hold |
604
| – | – | 0.04% | 64 |
|
|
2024
Q3 | $91.5K | Buy |
604
+1
| +0.2% | +$152 | 0.04% | 63 |
|
|
2024
Q2 | $90.8K | Hold |
603
| – | – | 0.05% | 59 |
|
|
2024
Q1 | $81.4K | Buy |
603
+1
| +0.2% | +$135 | 0.04% | 67 |
|
|
2023
Q4 | $74K | Buy |
+602
| New | +$74K | 0.04% | 71 |
|