Center for Financial Planning’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 | $413K | Hold |
2,384
| – | – | 0.05% | 118 |
|
|
2025
Q1 | $335K | Sell |
2,384
-222
| -9% | -$31.2K | 0.04% | 123 |
|
|
2024
Q4 | $416K | Buy |
2,606
+506
| +24% | +$80.7K | 0.06% | 102 |
|
|
2024
Q3 | $318K | Hold |
2,100
| – | – | 0.04% | 118 |
|
|
2024
Q2 | $316K | Hold |
2,100
| – | – | 0.05% | 116 |
|
|
2024
Q1 | $284K | Hold |
2,100
| – | – | 0.04% | 125 |
|
|
2023
Q4 | $258K | Hold |
2,100
| – | – | 0.05% | 123 |
|
|
2023
Q3 | $220K | Hold |
2,100
| – | – | 0.05% | 126 |
|
|
2023
Q2 | $229K | Buy |
2,100
+156
| +8% | +$17K | 0.05% | 127 |
|
|
2023
Q1 | $180K | Hold |
1,944
| – | – | 0.04% | 135 |
|
|
2022
Q4 | $145K | Hold |
1,944
| – | – | 0.04% | 142 |
|
|
2022
Q3 | $143K | Hold |
1,944
| – | – | 0.04% | 140 |
|
|
2022
Q2 | $155K | Hold |
1,944
| – | – | 0.04% | 136 |
|
|
2022
Q1 | $200K | Hold |
1,944
| – | – | 0.04% | 130 |
|
|
2021
Q4 | $223K | Hold |
1,944
| – | – | 0.05% | 127 |
|
|
2021
Q3 | $197K | Hold |
1,944
| – | – | 0.05% | 124 |
|
|
2021
Q2 | $193K | Hold |
1,944
| – | – | 0.05% | 128 |
|
|
2021
Q1 | $170K | Hold |
1,944
| – | – | 0.04% | 133 |
|
|
2020
Q4 | $165K | Hold |
1,944
| – | – | 0.05% | 125 |
|
|
2020
Q3 | $146K | Hold |
1,944
| – | – | 0.05% | 128 |
|
|
2020
Q2 | $131K | Hold |
1,944
| – | – | 0.05% | 134 |
|
|
2020
Q1 | $99K | Hold |
1,944
| – | – | 0.03% | 132 |
|
|
2019
Q4 | $113K | Buy |
+1,944
| New | +$113K | 0.03% | 132 |
|