Colonial Trust Advisors’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 | $147K | Hold |
846
| – | – | 0.01% | 224 |
|
|
2025
Q1 | $119K | Hold |
846
| – | – | 0.01% | 247 |
|
|
2024
Q4 | $135K | Hold |
846
| – | – | 0.01% | 219 |
|
|
2024
Q3 | $128K | Hold |
846
| – | – | 0.01% | 239 |
|
|
2024
Q2 | $127K | Hold |
846
| – | – | 0.01% | 221 |
|
|
2024
Q1 | $114K | Hold |
846
| – | – | 0.01% | 233 |
|
|
2023
Q4 | $104K | Hold |
846
| – | – | 0.01% | 235 |
|
|
2023
Q3 | $88.8K | Hold |
846
| – | – | 0.01% | 255 |
|
|
2023
Q2 | $92.1K | Hold |
846
| – | – | 0.01% | 261 |
|
|
2023
Q1 | $78.5K | Hold |
846
| – | – | 0.01% | 278 |
|
|
2022
Q4 | $63K | Hold |
846
| – | – | 0.01% | 303 |
|
|
2022
Q3 | $62K | Buy |
+846
| New | +$62K | 0.01% | 226 |
|