Carret Asset Management’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.83M | Sell |
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|
2025
Q2 | $1.65M | Sell |
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|
2025
Q1 | $1.34M | Sell |
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|
2024
Q4 | $1.53M | Sell |
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|
2024
Q3 | $1.51M | Sell |
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|
2024
Q2 | $1.55M | Sell |
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|
2024
Q1 | $1.48M | Sell |
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|
2023
Q4 | $1.36M | Sell |
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|
2023
Q3 | $1.19M | Sell |
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|
2023
Q2 | $1.26M | Hold |
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|
2023
Q1 | $1.07M | Sell |
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|
2022
Q4 | $909K | Sell |
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|
2022
Q3 | $930K | Sell |
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|
2022
Q2 | $1.06M | Sell |
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|
2022
Q1 | $1.37M | Buy |
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|
2021
Q4 | $1.52M | Buy |
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|
2021
Q3 | $1.32M | Buy |
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|
2021
Q2 | $1.28M | Buy |
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|
2021
Q1 | $933K | Buy |
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|
2020
Q4 | $757K | Buy |
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|
2020
Q3 | $654K | Buy |
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|
2020
Q2 | $578K | Hold |
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|
2020
Q1 | $438K | Buy |
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|
2019
Q4 | $497K | Sell |
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|
2019
Q3 | $505K | Hold |
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|
2019
Q2 | $489K | Hold |
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|
2019
Q1 | $471K | Hold |
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|
2018
Q4 | $395K | Sell |
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|
2018
Q3 | $506K | Sell |
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|
2018
Q2 | $485K | Sell |
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|
2018
Q1 | $509K | Buy |
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|
2017
Q4 | $488K | Sell |
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|
2017
Q3 | $453K | Sell |
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|
2017
Q2 | $431K | Sell |
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|
2017
Q1 | $438K | Sell |
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|
2016
Q4 | $396K | Sell |
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|
2016
Q3 | $449K | Sell |
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|
2016
Q2 | $441K | Sell |
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|
2016
Q1 | $476K | Buy |
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|
2015
Q4 | $361K | Hold |
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|
2015
Q3 | $333K | Buy |
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|
2015
Q2 | $344K | Sell |
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|
2015
Q1 | $346K | Sell |
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|
2014
Q4 | $373K | Buy |
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|
2014
Q3 | $341K | Sell |
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|
2014
Q2 | $338K | Buy |
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|
2014
Q1 | $308K | Buy |
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|
2013
Q4 | $295K | Buy |
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