Coldstream Capital 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 | $497K | Buy |
2,869
+139
| +5% | +$24.1K | 0.01% | 657 |
|
|
2025
Q1 | $383K | Sell |
2,730
-120
| -4% | -$16.9K | 0.01% | 725 |
|
|
2024
Q4 | $455K | Sell |
2,850
-188
| -6% | -$30K | 0.01% | 649 |
|
|
2024
Q3 | $461K | Sell |
3,038
-348
| -10% | -$52.8K | 0.01% | 640 |
|
|
2024
Q2 | $510K | Buy |
3,386
+450
| +15% | +$67.7K | 0.01% | 543 |
|
|
2024
Q1 | $397K | Buy |
2,936
+1,080
| +58% | +$146K | 0.01% | 651 |
|
|
2023
Q4 | $228K | Buy |
+1,856
| New | +$228K | 0.01% | 835 |
|
|
2022
Q1 | – | Sell |
-1,760
| Closed | -$202K | – | 821 |
|
|
2021
Q4 | $202K | Buy |
1,760
+483
| +38% | +$55.4K | 0.01% | 811 |
|
|
2021
Q3 | $384K | Buy |
+1,277
| New | +$384K | 0.02% | 279 |
|
|
2021
Q2 | – | Sell |
-4,960
| Closed | -$435K | – | 534 |
|
|
2021
Q1 | $435K | Sell |
4,960
-148
| -3% | -$13K | 0.03% | 236 |
|
|
2020
Q4 | $435K | Hold |
5,108
| – | – | 0.03% | 227 |
|
|
2020
Q3 | $384K | Buy |
+5,108
| New | +$384K | 0.03% | 213 |
|