Corient Private Wealth’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 | $14.1M | Sell |
81,169
-185
| -0.2% | -$32.1K | 0.01% | 493 |
|
|
2025
Q1 | $11.4M | Buy |
81,354
+917
| +1% | +$129K | 0.02% | 492 |
|
|
2024
Q4 | $12.8M | Sell |
80,437
-17,769
| -18% | -$2.83M | 0.02% | 461 |
|
|
2024
Q3 | $14.9M | Buy |
98,206
+20,407
| +26% | +$3.09M | 0.02% | 454 |
|
|
2024
Q2 | $11.7M | Buy |
77,799
+3,742
| +5% | +$563K | 0.02% | 491 |
|
|
2024
Q1 | $10M | Buy |
74,057
+3,669
| +5% | +$496K | 0.02% | 523 |
|
|
2023
Q4 | $8.64M | Sell |
70,388
-279
| -0.4% | -$34.2K | 0.02% | 550 |
|
|
2023
Q3 | $7.41M | Buy |
70,667
+11,193
| +19% | +$1.17M | 0.02% | 548 |
|
|
2023
Q2 | $6.47M | Sell |
59,474
-10,430
| -15% | -$1.14M | 0.01% | 563 |
|
|
2023
Q1 | $6.49M | Buy |
69,904
+4,594
| +7% | +$426K | 0.02% | 521 |
|
|
2022
Q4 | $4.86M | Buy |
+65,310
| New | +$4.86M | 0.02% | 512 |
|