Essex Financial Services’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
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|
2025
Q1 | $940K | Sell |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $1.06M | Sell |
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|
2024
Q2 | $1.3M | Sell |
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|
2024
Q1 | $1.38M | Buy |
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|
2023
Q4 | $922K | Hold |
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|
2023
Q3 | $788K | Sell |
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|
2023
Q2 | $832K | Sell |
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|
2023
Q1 | $807K | Sell |
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|
2022
Q4 | $657K | Sell |
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|
2022
Q3 | $840K | Hold |
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|
2022
Q2 | $915K | Hold |
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|
2022
Q1 | $1.18M | Buy |
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|
2021
Q4 | $1.18M | Sell |
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|
2021
Q3 | $1.06M | Sell |
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|
2021
Q2 | $959K | Hold |
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|
2021
Q1 | $959K | Buy |
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|
2020
Q4 | $862K | Buy |
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|
2020
Q3 | $241K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $221K | Sell |
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|
2017
Q4 | $368K | Hold |
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|
2017
Q3 | $339K | Sell |
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|
2017
Q2 | $421K | Buy |
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|
2017
Q1 | $331K | Sell |
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|
2016
Q4 | $457K | Sell |
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|
2016
Q3 | $518K | Hold |
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|
2016
Q2 | $458K | Hold |
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|
2016
Q1 | $472K | Hold |
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|
2015
Q4 | $466K | Hold |
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|
2015
Q3 | $430K | Hold |
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|
2015
Q2 | $455K | Buy |
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|
2015
Q1 | $457K | Sell |
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|
2014
Q4 | $454K | Hold |
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|
2014
Q3 | $438K | Hold |
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|
2014
Q2 | $422K | Buy |
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|
2014
Q1 | $379K | Hold |
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|
2013
Q4 | $368K | Buy |
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|
2013
Q3 | $213 | Buy |
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