Donaldson Capital 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
2022
Q2
Sell
-2,900
Closed -$299K 239
2022
Q1
$299K Hold
2,900
0.01% 221
2021
Q4
$333K Hold
2,900
0.01% 228
2021
Q3
$294K Hold
2,900
0.01% 226
2021
Q2
$288K Buy
+2,900
New +$288K 0.01% 226