ELCO 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 | $277K | Buy |
+1,600
| New | +$277K | 0.15% | 119 |
|
|
2025
Q1 | – | Sell |
-3,410
| Closed | -$544K | – | 159 |
|
|
2024
Q4 | $544K | Buy |
3,410
+250
| +8% | +$39.9K | 0.29% | 74 |
|
|
2024
Q3 | $479K | Sell |
3,160
-300
| -9% | -$45.5K | 0.26% | 86 |
|
|
2024
Q2 | $521K | Sell |
3,460
-500
| -13% | -$75.3K | 0.3% | 72 |
|
|
2024
Q1 | $535K | Buy |
3,960
+460
| +13% | +$62.1K | 0.33% | 70 |
|
|
2023
Q4 | $430K | Buy |
+3,500
| New | +$430K | 0.28% | 81 |
|