Evergreen Capital Management’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 | $475K | Hold |
2,743
| – | – | 0.01% | 569 |
|
|
2025
Q1 | $385K | Hold |
2,743
| – | – | 0.01% | 611 |
|
|
2024
Q4 | $438K | Hold |
2,743
| – | – | 0.01% | 560 |
|
|
2024
Q3 | $416K | Hold |
2,743
| – | – | 0.01% | 577 |
|
|
2024
Q2 | $413K | Hold |
2,743
| – | – | 0.01% | 524 |
|
|
2024
Q1 | $370K | Hold |
2,743
| – | – | 0.01% | 553 |
|
|
2023
Q4 | $337K | Hold |
2,743
| – | – | 0.01% | 542 |
|
|
2023
Q3 | $288K | Sell |
2,743
-444
| -14% | -$46.6K | 0.01% | 570 |
|
|
2023
Q2 | $347K | Buy |
+3,187
| New | +$347K | 0.01% | 504 |
|
|
2022
Q2 | – | Sell |
-3,700
| Closed | -$381K | – | 626 |
|
|
2022
Q1 | $381K | Hold |
3,700
| – | – | 0.02% | 424 |
|
|
2021
Q4 | $425K | Buy |
3,700
+340
| +10% | +$39.1K | 0.02% | 400 |
|
|
2021
Q3 | $340K | Buy |
+3,360
| New | +$340K | 0.02% | 410 |
|