Essex Savings Bank’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 | $580K | Hold |
3,345
| – | – | 0.14% | 141 |
|
|
2025
Q1 | $470K | Sell |
3,345
-670
| -17% | -$94.1K | 0.12% | 159 |
|
|
2024
Q4 | $640K | Buy |
4,015
+1,335
| +50% | +$213K | 0.16% | 125 |
|
|
2024
Q3 | $406K | Hold |
2,680
| – | – | 0.1% | 173 |
|
|
2024
Q2 | $403K | Hold |
2,680
| – | – | 0.11% | 163 |
|
|
2024
Q1 | $329K | Hold |
2,680
| – | – | 0.1% | 182 |
|
|
2023
Q4 | $329K | Hold |
2,680
| – | – | 0.1% | 181 |
|
|
2023
Q3 | $281K | Hold |
2,680
| – | – | 0.09% | 175 |
|
|
2023
Q2 | $292K | Hold |
2,680
| – | – | 0.1% | 171 |
|
|
2023
Q1 | $249K | Buy |
+2,680
| New | +$249K | 0.09% | 193 |
|
|
2022
Q3 | – | Sell |
-2,680
| Closed | -$214K | – | 215 |
|
|
2022
Q2 | $214K | Hold |
2,680
| – | – | 0.08% | 197 |
|
|
2022
Q1 | $276K | Hold |
2,680
| – | – | 0.09% | 181 |
|
|
2021
Q4 | $308K | Hold |
2,680
| – | – | 0.1% | 165 |
|
|
2021
Q3 | $290K | Hold |
2,680
| – | – | 0.11% | 170 |
|
|
2021
Q2 | $248K | Hold |
2,680
| – | – | 0.1% | 183 |
|
|
2021
Q1 | $233K | Hold |
2,680
| – | – | 0.1% | 174 |
|
|
2020
Q4 | $228K | Hold |
2,680
| – | – | 0.1% | 176 |
|
|
2020
Q3 | $202K | Buy |
+2,680
| New | +$202K | 0.1% | 175 |
|
|
2019
Q3 | – | Sell |
-2,680
| Closed | -$133K | – | 411 |
|
|
2019
Q2 | $133K | Hold |
2,680
| – | – | 0.05% | 290 |
|
|
2019
Q1 | $128K | Hold |
2,680
| – | – | 0.07% | 189 |
|
|
2018
Q4 | $107K | Buy |
+2,680
| New | +$107K | 0.07% | 196 |
|