Dynasty 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 | $182M | Sell |
1,050,498
-257,503
| -20% | -$44.6M | 3.1% | 13 |
|
|
2025
Q1 | $184M | Sell |
1,308,001
-96,038
| -7% | -$13.5M | 3.06% | 14 |
|
|
2024
Q4 | $224M | Buy |
1,404,039
+497,043
| +55% | +$79.3M | 3.86% | 9 |
|
|
2024
Q3 | $137M | Buy |
906,996
+265,966
| +41% | +$40.1M | 4.13% | 9 |
|
|
2024
Q2 | $96.5M | Sell |
641,030
-241,714
| -27% | -$36.4M | 2.84% | 11 |
|
|
2024
Q1 | $119M | Buy |
+882,744
| New | +$119M | 3.8% | 10 |
|