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Crewe Advisors’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.4K | Buy |
+522
| New | +$90.4K | 0.01% | 232 |
|
|
2024
Q4 | – | Sell |
-23
| Closed | -$3.49K | – | 729 |
|
|
2024
Q3 | $3.49K | Hold |
23
| – | – | ﹤0.01% | 602 |
|
|
2024
Q2 | $3.46K | Buy |
23
+7
| +44% | +$1.05K | ﹤0.01% | 846 |
|
|
2024
Q1 | $2.16K | Buy |
+16
| New | +$2.16K | ﹤0.01% | 847 |
|
|
2023
Q2 | – | Sell |
-19
| Closed | -$1.76K | – | 953 |
|
|
2023
Q1 | $1.76K | Hold |
19
| – | – | ﹤0.01% | 729 |
|
|
2022
Q4 | $1.42K | Hold |
19
| – | – | ﹤0.01% | 888 |
|
|
2022
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 1159 |
|
|
2022
Q2 | $2K | Hold |
19
| – | – | ﹤0.01% | 980 |
|
|
2022
Q1 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 435 |
|
|
2019
Q1 | – | Sell |
-1,636
| Closed | -$262K | – | 261 |
|
|
2018
Q4 | $262K | Hold |
1,636
| – | – | 0.08% | 50 |
|
|
2018
Q3 | $317K | Sell |
1,636
-49
| -3% | -$9.49K | 0.27% | 45 |
|
|
2018
Q2 | $300K | Hold |
1,685
| – | – | 0.28% | 45 |
|
|
2018
Q1 | $283K | Sell |
1,685
-126
| -7% | -$21.2K | 0.28% | 42 |
|
|
2017
Q4 | $295K | Buy |
+1,811
| New | +$295K | 0.29% | 39 |
|