Concord Wealth Partners’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
Q2 | $941K | Hold |
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|
2025
Q1 | $763K | Hold |
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|
2024
Q4 | $866K | Sell |
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|
2024
Q3 | $897K | Hold |
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|
2024
Q2 | $890K | Sell |
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|
2024
Q1 | $802K | Buy |
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|
2023
Q4 | $714K | Hold |
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|
2023
Q3 | $610K | Hold |
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|
2023
Q2 | $633K | Hold |
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|
2023
Q1 | $540K | Hold |
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|
2022
Q4 | $433K | Sell |
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|
2022
Q3 | $449K | Sell |
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|
2022
Q2 | $489K | Sell |
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|
2022
Q1 | $652K | Sell |
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|
2021
Q4 | $788K | Buy |
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|
2021
Q3 | $26K | Sell |
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|
2021
Q2 | $682K | Sell |
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|
2021
Q1 | $698K | Sell |
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|
2020
Q4 | $1.73M | Buy |
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