Drive 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
Q1 | – | Sell |
-3,389
| Closed | -$541K | – | 353 |
|
2024
Q4 | $541K | Sell |
3,389
-159
| -4% | -$25.4K | 0.13% | 120 |
|
2024
Q3 | $538K | Buy |
3,548
+13
| +0.4% | +$1.97K | 0.14% | 121 |
|
2024
Q2 | $532K | Hold |
3,535
| – | – | 0.14% | 123 |
|
2024
Q1 | $477K | Hold |
3,535
| – | – | 0.13% | 140 |
|
2023
Q4 | $434K | Buy |
+3,535
| New | +$434K | 0.14% | 139 |
|
2023
Q3 | – | Sell |
-4,748
| Closed | -$517K | – | 290 |
|
2023
Q2 | $517K | Sell |
4,748
-164
| -3% | -$17.9K | 0.19% | 112 |
|
2023
Q1 | $456K | Buy |
4,912
+4
| +0.1% | +$371 | 0.19% | 129 |
|
2022
Q4 | $366K | Buy |
4,908
+12
| +0.2% | +$894 | 0.18% | 131 |
|
2022
Q3 | $359K | Hold |
4,896
| – | – | 0.34% | 85 |
|
2022
Q2 | $391K | Hold |
4,896
| – | – | 0.36% | 80 |
|
2022
Q1 | $504K | Hold |
4,896
| – | – | 0.42% | 61 |
|
2021
Q4 | $562K | Buy |
+4,896
| New | +$562K | 0.49% | 49 |
|