Dakota Wealth Management’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 | $1.41M | Sell |
8,139
-36
| -0.4% | -$6.24K | 0.03% | 327 |
|
|
2025
Q1 | $1.15M | Hold |
8,175
| – | – | 0.03% | 352 |
|
|
2024
Q4 | $1.3M | Hold |
8,175
| – | – | 0.03% | 318 |
|
|
2024
Q3 | $1.24M | Hold |
8,175
| – | – | 0.03% | 331 |
|
|
2024
Q2 | $1.23M | Hold |
8,175
| – | – | 0.03% | 327 |
|
|
2024
Q1 | $1.1M | Buy |
8,175
+4,481
| +121% | +$605K | 0.03% | 350 |
|
|
2023
Q4 | $453K | Buy |
3,694
+694
| +23% | +$85.2K | 0.02% | 434 |
|
|
2023
Q3 | $315K | Buy |
+3,000
| New | +$315K | 0.01% | 477 |
|