Family Management’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
Q3 | $756K | Hold |
|
|||||
|
2025
Q2 | $669K | Hold |
|
|||||
|
2025
Q1 | $542K | Hold |
|
|||||
|
2024
Q4 | $616K | Hold |
|
|||||
|
2024
Q3 | $585K | Hold |
|
|||||
|
2024
Q2 | $581K | Hold |
|
|||||
|
2024
Q1 | $521K | Hold |
|
|||||
|
2023
Q4 | $474K | Hold |
|
|||||
|
2023
Q3 | $405K | Hold |
|
|||||
|
2023
Q2 | $420K | Hold |
|
|||||
|
2023
Q1 | $358K | Buy |
|
|||||
|
2022
Q4 | $258K | Hold |
|
|||||
|
2022
Q3 | $254K | Hold |
|
|||||
|
2022
Q2 | $277K | Hold |
|
|||||
|
2022
Q1 | $357K | Buy |
|
|||||
|
2021
Q4 | $292K | Hold |
|
|||||
|
2021
Q3 | $257K | Hold |
|
|||||
|
2021
Q2 | $252K | Hold |
|
|||||
|
2021
Q1 | $223K | Hold |
|
|||||
|
2020
Q4 | $216K | Hold |
|
|||||
|
2020
Q3 | $191K | Hold |
|
|||||
|
2020
Q2 | $171K | Hold |
|
|||||
|
2020
Q1 | $130K | Hold |
|
|||||
|
2019
Q4 | $148K | Hold |
|
|||||
|
2019
Q3 | $130K | Hold |
|
|||||
|
2019
Q2 | $126K | Buy |
|