Elwood & Goetz Wealth Advisory Group’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 | $3.33M | Buy |
19,242
+1,958
| +11% | +$339K | 0.72% | 19 |
|
|
2025
Q1 | $2.43M | Buy |
17,284
+3,191
| +23% | +$448K | 0.59% | 21 |
|
|
2024
Q4 | $2.25M | Sell |
14,093
-178
| -1% | -$28.4K | 0.55% | 22 |
|
|
2024
Q3 | $2.16M | Buy |
14,271
+693
| +5% | +$105K | 0.54% | 21 |
|
|
2024
Q2 | $2.04M | Sell |
13,578
-2,172
| -14% | -$327K | 0.58% | 19 |
|
|
2024
Q1 | $2.13M | Sell |
15,750
-511
| -3% | -$69K | 0.52% | 26 |
|
|
2023
Q4 | $2M | Sell |
16,261
-1,666
| -9% | -$205K | 0.42% | 31 |
|
|
2023
Q3 | $1.88M | Buy |
17,927
+3,543
| +25% | +$372K | 0.44% | 29 |
|
|
2023
Q2 | $1.57M | Sell |
14,384
-2,136
| -13% | -$233K | 0.36% | 31 |
|
|
2023
Q1 | $1.53M | Sell |
16,520
-2,054
| -11% | -$191K | 0.37% | 28 |
|
|
2022
Q4 | $1.38M | Sell |
18,574
-10,671
| -36% | -$795K | 0.42% | 27 |
|
|
2022
Q3 | $2.15M | Buy |
29,245
+2,570
| +10% | +$189K | 0.72% | 25 |
|
|
2022
Q2 | $2.13M | Buy |
+26,675
| New | +$2.13M | 0.71% | 24 |
|