Creative Planning’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 | $27.7M | Sell |
159,756
-9,296
| -5% | -$1.61M | 0.02% | 271 |
|
|
2025
Q1 | $23.7M | Buy |
169,052
+45,242
| +37% | +$6.35M | 0.02% | 287 |
|
|
2024
Q4 | $19.8M | Buy |
123,810
+7,056
| +6% | +$1.13M | 0.02% | 300 |
|
|
2024
Q3 | $17.7M | Sell |
116,754
-128
| -0.1% | -$19.4K | 0.02% | 305 |
|
|
2024
Q2 | $17.6M | Buy |
116,882
+786
| +0.7% | +$118K | 0.02% | 290 |
|
|
2024
Q1 | $15.7M | Buy |
116,096
+6,455
| +6% | +$872K | 0.02% | 308 |
|
|
2023
Q4 | $13.5M | Buy |
109,641
+2,197
| +2% | +$270K | 0.03% | 321 |
|
|
2023
Q3 | $11.3M | Sell |
107,444
-298
| -0.3% | -$31.3K | 0.02% | 334 |
|
|
2023
Q2 | $11.7M | Buy |
107,742
+1,130
| +1% | +$123K | 0.02% | 315 |
|
|
2023
Q1 | $9.89M | Sell |
106,612
-1,343
| -1% | -$125K | 0.01% | 343 |
|
|
2022
Q4 | $8.04M | Buy |
107,955
+4,042
| +4% | +$301K | 0.01% | 380 |
|
|
2022
Q3 | $7.62M | Buy |
103,913
+4,944
| +5% | +$363K | 0.01% | 355 |
|
|
2022
Q2 | $7.91M | Sell |
98,969
-214
| -0.2% | -$17.1K | 0.01% | 360 |
|
|
2022
Q1 | $10.2M | Buy |
99,183
+3,707
| +4% | +$382K | 0.02% | 315 |
|
|
2021
Q4 | $11M | Sell |
95,476
-4,159
| -4% | -$478K | 0.02% | 268 |
|
|
2021
Q3 | $10.1M | Sell |
99,635
-4,327
| -4% | -$438K | 0.02% | 264 |
|
|
2021
Q2 | $10.3M | Sell |
103,962
-7,798
| -7% | -$775K | 0.02% | 263 |
|
|
2021
Q1 | $9.8M | Sell |
111,760
-2,992
| -3% | -$262K | 0.02% | 275 |
|
|
2020
Q4 | $9.76M | Buy |
114,752
+5,868
| +5% | +$499K | 0.02% | 260 |
|
|
2020
Q3 | $8.2M | Buy |
108,884
+12,072
| +12% | +$909K | 0.02% | 239 |
|
|
2020
Q2 | $6.53M | Sell |
96,812
-59,804
| -38% | -$4.03M | 0.02% | 246 |
|
|
2020
Q1 | $8M | Buy |
156,616
+58,680
| +60% | +$3M | 0.03% | 194 |
|
|
2019
Q4 | $5.7M | Buy |
97,936
+7,648
| +8% | +$445K | 0.02% | 272 |
|
|
2019
Q3 | $4.61M | Buy |
90,288
+1,444
| +2% | +$73.7K | 0.02% | 298 |
|
|
2019
Q2 | $4.4M | Buy |
88,844
+2,160
| +2% | +$107K | 0.01% | 315 |
|
|
2019
Q1 | $4.13M | Sell |
86,684
-3,692
| -4% | -$176K | 0.01% | 303 |
|
|
2018
Q4 | $3.61M | Buy |
90,376
+384
| +0.4% | +$15.4K | 0.01% | 302 |
|
|
2018
Q3 | $4.37M | Sell |
89,992
-3,160
| -3% | -$153K | 0.02% | 296 |
|
|
2018
Q2 | $4.15M | Buy |
93,152
+4,552
| +5% | +$203K | 0.02% | 297 |
|
|
2018
Q1 | $3.73M | Buy |
88,600
+1,932
| +2% | +$81.2K | 0.02% | 315 |
|
|
2017
Q4 | $3.53M | Sell |
86,668
-1,936
| -2% | -$78.8K | 0.02% | 317 |
|
|
2017
Q3 | $3.32M | Buy |
88,604
+2,296
| +3% | +$86.1K | 0.02% | 316 |
|
|
2017
Q2 | $3.02M | Buy |
86,308
+6,672
| +8% | +$233K | 0.02% | 323 |
|
|
2017
Q1 | $2.69M | Buy |
79,636
+888
| +1% | +$30K | 0.01% | 341 |
|
|
2016
Q4 | $2.37M | Buy |
78,748
+10,332
| +15% | +$311K | 0.01% | 360 |
|
|
2016
Q3 | $2.04M | Buy |
68,416
+5,552
| +9% | +$165K | 0.01% | 374 |
|
|
2016
Q2 | $1.66M | Buy |
62,864
+4,404
| +8% | +$116K | 0.01% | 385 |
|
|
2016
Q1 | $1.59M | Sell |
58,460
-716
| -1% | -$19.4K | 0.01% | 369 |
|
|
2015
Q4 | $1.58M | Buy |
59,176
+856
| +1% | +$22.9K | 0.01% | 365 |
|
|
2015
Q3 | $1.44M | Buy |
58,320
+5,396
| +10% | +$133K | 0.01% | 371 |
|
|
2015
Q2 | $1.39M | Sell |
52,924
-7,564
| -13% | -$198K | 0.01% | 379 |
|
|
2015
Q1 | $1.59M | Sell |
60,488
-1,384
| -2% | -$36.3K | 0.01% | 331 |
|
|
2014
Q4 | $1.62M | Sell |
61,872
-1,576
| -2% | -$41.1K | 0.02% | 318 |
|
|
2014
Q3 | $1.6M | Buy |
63,448
+6,492
| +11% | +$164K | 0.02% | 289 |
|
|
2014
Q2 | $1.38M | Buy |
56,956
+500
| +0.9% | +$12.1K | 0.02% | 301 |
|
|
2014
Q1 | $1.29M | Buy |
56,456
+8,264
| +17% | +$188K | 0.02% | 296 |
|
|
2013
Q4 | $1.07M | Buy |
48,192
+1,524
| +3% | +$33.7K | 0.02% | 286 |
|
|
2013
Q3 | $919K | Buy |
46,668
+1,800
| +4% | +$35.4K | 0.02% | 285 |
|
|
2013
Q2 | $826K | Buy |
+44,868
| New | +$826K | 0.02% | 279 |
|