Chesley Taft & Associates’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 | $1.87M | Sell |
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|
2025
Q2 | $1.66M | Hold |
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|
2025
Q1 | $1.35M | Hold |
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|
2024
Q4 | $1.53M | Hold |
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|
2024
Q3 | $1.46M | Hold |
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|
2024
Q2 | $1.44M | Hold |
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|
2024
Q1 | $1.3M | Hold |
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|
2023
Q4 | $1.18M | Hold |
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|
2023
Q3 | $1.01M | Hold |
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|
2023
Q2 | $1.05M | Hold |
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|
2023
Q1 | $891K | Sell |
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|
2022
Q4 | $730K | Buy |
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|
2022
Q3 | $602K | Hold |
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|
2022
Q2 | $656K | Sell |
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|
2022
Q1 | $801K | Hold |
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|
2021
Q4 | $964K | Hold |
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|
2021
Q3 | $851K | Hold |
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|
2021
Q2 | $835K | Hold |
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|
2021
Q1 | $769K | Hold |
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|
2020
Q4 | $715K | Sell |
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|
2020
Q3 | $640K | Sell |
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|
2020
Q2 | $580K | Hold |
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|
2020
Q1 | $439K | Hold |
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|
2019
Q4 | $500K | Hold |
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|
2019
Q3 | $439K | Hold |
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|
2019
Q2 | $425K | Sell |
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|
2019
Q1 | $415K | Hold |
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|
2018
Q4 | $348K | Sell |
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|
2018
Q3 | $437K | Sell |
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|
2018
Q2 | $410K | Hold |
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|
2018
Q1 | $387K | Hold |
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|
2017
Q4 | $374K | Sell |
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|
2017
Q3 | $352K | Hold |
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|
2017
Q2 | $328K | Hold |
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|
2017
Q1 | $318K | Hold |
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|
2016
Q4 | $283K | Hold |
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|
2016
Q3 | $280K | Hold |
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|
2016
Q2 | $247K | Hold |
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|
2016
Q1 | $255K | Sell |
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|
2015
Q4 | $268K | Hold |
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|
2015
Q3 | $247K | Sell |
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|
2015
Q2 | $283K | Hold |
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|
2015
Q1 | $283K | Hold |
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|
2014
Q4 | $282K | Hold |
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|
2014
Q3 | $272K | Buy |
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|
2014
Q2 | $203K | Buy |
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