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 |
|