ERn Financial LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,683
| Closed | -$215K | – | 167 |
|
|
2022
Q2 | $215K | Sell |
2,683
-2,341
| -47% | -$188K | 0.05% | 157 |
|
|
2022
Q1 | $518K | Sell |
5,024
-2,245
| -31% | -$231K | 0.11% | 105 |
|
|
2021
Q4 | $835K | Sell |
7,269
-461
| -6% | -$53K | 0.19% | 79 |
|
|
2021
Q3 | $783K | Sell |
7,730
-2,175
| -22% | -$220K | 0.2% | 71 |
|
|
2021
Q2 | $985K | Sell |
9,905
-76,314
| -89% | -$7.59M | 0.35% | 51 |
|
|
2021
Q1 | $7.56M | Sell |
86,219
-4,824
| -5% | -$423K | 2.92% | 12 |
|
|
2020
Q4 | $7.75M | Sell |
91,043
-15,165
| -14% | -$1.29M | 3.19% | 11 |
|
|
2020
Q3 | $7.99M | Sell |
106,208
-336
| -0.3% | -$25.3K | 3.74% | 9 |
|
|
2020
Q2 | $7.19M | Buy |
+106,544
| New | +$7.19M | 3.64% | 9 |
|