Commonwealth Financial Services’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 | $6.9M | Buy |
39,830
+23,846
| +149% | +$4.13M | 1.33% | 26 |
|
|
2025
Q1 | $2.24M | Sell |
15,984
-64,027
| -80% | -$8.99M | 0.46% | 45 |
|
|
2024
Q4 | $12.8M | Sell |
80,011
-25,863
| -24% | -$4.13M | 2.5% | 9 |
|
|
2024
Q3 | $15.7M | Sell |
105,874
-4,561
| -4% | -$676K | 3.1% | 7 |
|
|
2024
Q2 | $17.3M | Buy |
110,435
+20,906
| +23% | +$3.28M | 3.56% | 5 |
|
|
2024
Q1 | $11M | Buy |
89,529
+103
| +0.1% | +$12.6K | 2.59% | 11 |
|
|
2023
Q4 | $11M | Sell |
89,426
-27,641
| -24% | -$3.39M | 2.59% | 11 |
|
|
2023
Q3 | $12.3M | Buy |
+117,067
| New | +$12.3M | 3.65% | 4 |
|
|
2017
Q1 | $597K | Buy |
17,764
+11,164
| +169% | +$375K | 0.65% | 13 |
|
|
2016
Q4 | $205K | Sell |
6,600
-106,668
| -94% | -$3.31M | 0.2% | 53 |
|
|
2016
Q3 | $3.37M | Buy |
113,268
+111,796
| +7,595% | +$3.33M | 3.17% | 8 |
|
|
2016
Q2 | $39K | Sell |
1,472
-2,632
| -64% | -$69.7K | 0.05% | 95 |
|
|
2016
Q1 | $111K | Hold |
4,104
| – | – | 0.16% | 56 |
|
|
2015
Q4 | $110K | Sell |
4,104
-764
| -16% | -$20.5K | 0.37% | 53 |
|
|
2015
Q3 | $120K | Sell |
4,868
-31,872
| -87% | -$786K | 0.14% | 55 |
|
|
2015
Q2 | $961K | Sell |
36,740
-68,520
| -65% | -$1.79M | 1.04% | 7 |
|
|
2015
Q1 | $2.76M | Buy |
105,260
+71,388
| +211% | +$1.87M | 2.43% | 8 |
|
|
2014
Q4 | $884K | Buy |
+33,872
| New | +$884K | 0.79% | 13 |
|