Curi RMB Capital’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 | $1.19M | Buy |
+6,855
| New | +$1.19M | 0.02% | 391 |
|
|
2025
Q1 | – | Sell |
-6,862
| Closed | -$1.09M | – | 512 |
|
|
2024
Q4 | $1.09M | Sell |
6,862
-2,500
| -27% | -$399K | 0.03% | 325 |
|
|
2024
Q3 | $1.42M | Buy |
9,362
+14
| +0.1% | +$2.12K | 0.03% | 308 |
|
|
2024
Q2 | $1.41M | Hold |
9,348
| – | – | 0.03% | 304 |
|
|
2024
Q1 | $1.26M | Buy |
9,348
+2,500
| +37% | +$338K | 0.03% | 319 |
|
|
2023
Q4 | $841K | Sell |
6,848
-1,096
| -14% | -$135K | 0.03% | 316 |
|
|
2023
Q3 | $833K | Hold |
7,944
| – | – | 0.03% | 299 |
|
|
2023
Q2 | $865K | Hold |
7,944
| – | – | 0.03% | 305 |
|
|
2023
Q1 | $737K | Buy |
+7,944
| New | +$737K | 0.03% | 314 |
|