Centurion Wealth Management’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 | $1.81M | Sell |
10,419
-1,267
| -11% | -$220K | 0.52% | 48 |
|
|
2025
Q1 | $1.86M | Hold |
11,686
| – | – | 0.58% | 38 |
|
|
2024
Q4 | $1.86M | Sell |
11,686
-683
| -6% | -$109K | 0.58% | 38 |
|
|
2024
Q3 | $1.88M | Buy |
+12,369
| New | +$1.88M | 0.6% | 36 |
|
|
2024
Q1 | $1.78M | Buy |
13,181
+269
| +2% | +$36.3K | 0.7% | 29 |
|
|
2023
Q4 | $1.58M | Buy |
12,912
+3,332
| +35% | +$409K | 0.68% | 27 |
|
|
2023
Q3 | $1.01M | Sell |
9,580
-9,622
| -50% | -$1.01M | 0.49% | 43 |
|
|
2023
Q2 | $2.09M | Buy |
19,202
+31
| +0.2% | +$3.38K | 1.01% | 25 |
|
|
2023
Q1 | $1.78M | Buy |
19,171
+6,812
| +55% | +$632K | 0.9% | 27 |
|
|
2022
Q4 | $921K | Buy |
+12,359
| New | +$921K | 0.52% | 46 |
|