Equitable 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 | $23.7M | Buy |
136,771
+10,648
| +8% | +$1.84M | 0.2% | 108 |
|
2025
Q1 | $17.7M | Buy |
126,123
+27,447
| +28% | +$3.85M | 0.17% | 116 |
|
2024
Q4 | $15.7M | Buy |
98,676
+6,909
| +8% | +$1.1M | 0.15% | 120 |
|
2024
Q3 | $13.9M | Buy |
91,767
+25,813
| +39% | +$3.91M | 0.13% | 134 |
|
2024
Q2 | $9.93M | Buy |
65,954
+48,652
| +281% | +$7.32M | 0.1% | 161 |
|
2024
Q1 | $2.34M | Buy |
17,302
+2,817
| +19% | +$380K | 0.03% | 405 |
|
2023
Q4 | $1.78M | Buy |
14,485
+5,036
| +53% | +$618K | 0.02% | 442 |
|
2023
Q3 | $991K | Sell |
9,449
-128
| -1% | -$13.4K | 0.01% | 544 |
|
2023
Q2 | $1.04M | Buy |
9,577
+3,132
| +49% | +$341K | 0.02% | 509 |
|
2023
Q1 | $598K | Sell |
6,445
-94
| -1% | -$8.72K | 0.01% | 597 |
|
2022
Q4 | $487K | Sell |
6,539
-1,316
| -17% | -$98K | 0.01% | 622 |
|
2022
Q3 | $576K | Sell |
7,855
-1,514
| -16% | -$111K | 0.01% | 531 |
|
2022
Q2 | $749K | Buy |
9,369
+1,162
| +14% | +$92.9K | 0.01% | 470 |
|
2022
Q1 | $846K | Buy |
8,207
+266
| +3% | +$27.4K | 0.01% | 447 |
|
2021
Q4 | $912K | Sell |
7,941
-31
| -0.4% | -$3.56K | 0.01% | 418 |
|
2021
Q3 | $807K | Buy |
7,972
+438
| +6% | +$44.3K | 0.01% | 432 |
|
2021
Q2 | $749K | Buy |
7,534
+90
| +1% | +$8.95K | 0.01% | 438 |
|
2021
Q1 | $653K | Sell |
7,444
-860
| -10% | -$75.4K | 0.01% | 446 |
|
2020
Q4 | $707K | Sell |
8,304
-348
| -4% | -$29.6K | 0.02% | 383 |
|
2020
Q3 | $651K | Buy |
8,652
+1,336
| +18% | +$101K | 0.02% | 372 |
|
2020
Q2 | $493K | Buy |
7,316
+1,036
| +16% | +$69.8K | 0.01% | 410 |
|
2020
Q1 | $321K | Buy |
6,280
+1,496
| +31% | +$76.5K | 0.01% | 447 |
|
2019
Q4 | $278K | Buy |
+4,784
| New | +$278K | 0.01% | 512 |
|