EPIQ Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,684
| Closed | -$329K | – | 77 |
|
|
2023
Q4 | $329K | Hold |
2,684
| – | – | 0.24% | 51 |
|
|
2023
Q3 | $282K | Hold |
2,684
| – | – | 0.21% | 57 |
|
|
2023
Q2 | $292K | Hold |
2,684
| – | – | 0.2% | 58 |
|
|
2023
Q1 | $249K | Buy |
+2,684
| New | +$249K | 0.17% | 64 |
|
|
2022
Q3 | – | Sell |
-2,684
| Closed | -$215K | – | 81 |
|
|
2022
Q2 | $215K | Hold |
2,684
| – | – | 0.13% | 77 |
|
|
2022
Q1 | $277K | Hold |
2,684
| – | – | 0.15% | 76 |
|
|
2021
Q4 | $308K | Hold |
2,684
| – | – | 0.16% | 73 |
|
|
2021
Q3 | $272K | Hold |
2,684
| – | – | 0.13% | 81 |
|
|
2021
Q2 | $267K | Hold |
2,684
| – | – | 0.13% | 76 |
|
|
2021
Q1 | $235K | Hold |
2,684
| – | – | 0.13% | 78 |
|
|
2020
Q4 | $228K | Hold |
2,684
| – | – | 0.16% | 72 |
|
|
2020
Q3 | $209K | Buy |
+2,684
| New | +$209K | 0.16% | 73 |
|