EWM
Evercore Wealth Management’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,800
| Closed | -$344K | – | 432 |
|
|
2023
Q4 | $344K | Hold |
2,800
| – | – | 0.01% | 319 |
|
|
2023
Q3 | $294K | Buy |
+2,800
| New | +$294K | 0.01% | 322 |
|
|
2021
Q3 | – | Sell |
-3,200
| Closed | -$318K | – | 422 |
|
|
2021
Q2 | $318K | Hold |
3,200
| – | – | 0.01% | 358 |
|
|
2021
Q1 | $281K | Hold |
3,200
| – | – | 0.01% | 372 |
|
|
2020
Q4 | $272K | Buy |
3,200
+2,400
| +300% | +$204K | 0.01% | 374 |
|
|
2020
Q3 | $241K | Hold |
800
| – | – | 0.01% | 339 |
|
|
2020
Q2 | $216K | Buy |
+800
| New | +$216K | 0.01% | 349 |
|
|
2018
Q1 | – | Sell |
-200
| Closed | -$33K | – | 575 |
|
|
2017
Q4 | $33K | Hold |
200
| – | – | ﹤0.01% | 639 |
|
|
2017
Q3 | $30K | Hold |
200
| – | – | ﹤0.01% | 636 |
|
|
2017
Q2 | $28K | Hold |
200
| – | – | ﹤0.01% | 662 |
|
|
2017
Q1 | $27K | Hold |
200
| – | – | ﹤0.01% | 707 |
|
|
2016
Q4 | $24K | Hold |
200
| – | – | ﹤0.01% | 726 |
|
|
2016
Q3 | $24K | Hold |
200
| – | – | ﹤0.01% | 741 |
|
|
2016
Q2 | $21K | Hold |
200
| – | – | ﹤0.01% | 747 |
|
|
2016
Q1 | $22K | Hold |
200
| – | – | ﹤0.01% | 706 |
|
|
2015
Q4 | $21K | Hold |
200
| – | – | ﹤0.01% | 757 |
|
|
2015
Q3 | $20K | Hold |
200
| – | – | ﹤0.01% | 739 |
|
|
2015
Q2 | $20K | Sell |
200
-104
| -34% | -$10.4K | ﹤0.01% | 793 |
|
|
2015
Q1 | $31K | Buy |
+304
| New | +$31K | ﹤0.01% | 708 |
|
|
2014
Q4 | – | Sell |
-304
| Closed | -$30K | – | 932 |
|
|
2014
Q3 | $30K | Hold |
304
| – | – | ﹤0.01% | 679 |
|
|
2014
Q2 | $30K | Hold |
304
| – | – | ﹤0.01% | 677 |
|
|
2014
Q1 | $27K | Hold |
304
| – | – | ﹤0.01% | 702 |
|
|
2013
Q4 | $27K | Hold |
304
| – | – | ﹤0.01% | 643 |
|
|
2013
Q3 | $24K | Sell |
304
-230
| -43% | -$18.2K | ﹤0.01% | 658 |
|
|
2013
Q2 | $39K | Buy |
+534
| New | +$39K | ﹤0.01% | 596 |
|