Eaton Financial Holdings’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 | $328K | Sell |
1,892
-3,441
| -65% | -$596K | 0.1% | 99 |
|
|
2025
Q1 | $749K | Sell |
5,333
-1,430
| -21% | -$201K | 0.31% | 41 |
|
|
2024
Q4 | $1.08M | Sell |
6,763
-218
| -3% | -$34.8K | 0.42% | 39 |
|
|
2024
Q3 | $1.06M | Buy |
+6,981
| New | +$1.06M | 0.43% | 37 |
|
|
2024
Q1 | $937K | Buy |
6,941
+536
| +8% | +$72.4K | 0.49% | 36 |
|
|
2023
Q4 | $786K | Buy |
6,405
+2,725
| +74% | +$334K | 0.19% | 105 |
|
|
2023
Q3 | $386K | Buy |
+3,680
| New | +$386K | 0.1% | 138 |
|