Buttonwood Financial Group’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
$16.9M Buy
96,799
+23,090
+31% +$4.02M 8.56% 5
2025
Q1
$9.79M Buy
73,709
+2,577
+4% +$342K 5.74% 6
2024
Q4
$11.7M Sell
71,132
-1,660
-2% -$273K 6.49% 6
2024
Q3
$11M Sell
72,792
-1,189
-2% -$180K 6.62% 6
2024
Q2
$11.2M Sell
73,981
-1,305
-2% -$198K 6.42% 6
2024
Q1
$10.2M Sell
75,286
-2,211
-3% -$299K 6.01% 6
2023
Q4
$9.51M Buy
77,497
+2,390
+3% +$293K 6.92% 5
2023
Q3
$7.76M Buy
75,107
+17,313
+30% +$1.79M 5.66% 7
2023
Q2
$6.39M Sell
57,794
-36,860
-39% -$4.07M 5.53% 6
2023
Q1
$8.78M Buy
94,654
+37,332
+65% +$3.46M 8.77% 4
2022
Q4
$4.27M Buy
+57,322
New +$4.27M 3.88% 5