Choate Investment Advisors’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 | $970K | Hold |
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|
2025
Q2 | $858K | Hold |
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|
2025
Q1 | $695K | Hold |
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|
2024
Q4 | $790K | Hold |
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|
2024
Q3 | $751K | Hold |
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|
2024
Q2 | $745K | Hold |
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|
2024
Q1 | $669K | Sell |
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|
2023
Q4 | $765K | Hold |
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|
2023
Q3 | $654K | Sell |
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|
2023
Q2 | $923K | Hold |
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|
2023
Q1 | $787K | Hold |
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|
2022
Q4 | $631K | Hold |
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|
2022
Q3 | $622K | Sell |
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|
2022
Q2 | $725K | Hold |
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|
2022
Q1 | $933K | Hold |
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|
2021
Q4 | $1.04M | Hold |
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|
2021
Q3 | $918K | Hold |
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|
2021
Q2 | $900K | Hold |
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|
2021
Q1 | $794K | Hold |
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|
2020
Q4 | $770K | Hold |
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|
2020
Q3 | $682K | Hold |
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|
2020
Q2 | $611K | Hold |
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|
2020
Q1 | $463K | Hold |
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|
2019
Q4 | $527K | Hold |
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|
2019
Q3 | $463K | Hold |
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|
2019
Q2 | $448K | Hold |
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|
2019
Q1 | $432K | Buy |
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|
2018
Q4 | $122K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $267K | Sell |
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|
2018
Q1 | $327K | Hold |
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|
2017
Q4 | $316K | Hold |
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|
2017
Q3 | $291K | Hold |
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|
2017
Q2 | $272K | Hold |
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|
2017
Q1 | $263K | Hold |
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|
2016
Q4 | $234K | Hold |
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|
2016
Q3 | $231K | Hold |
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|
2016
Q2 | $205K | Hold |
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|
2016
Q1 | $211K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $157K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $145K | Hold |
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|
2014
Q1 | $137K | Buy |
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