Family 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 | $669K | Hold |
3,860
| – | – | 0.1% | 104 |
|
|
2025
Q1 | $542K | Hold |
3,860
| – | – | 0.09% | 108 |
|
|
2024
Q4 | $616K | Hold |
3,860
| – | – | 0.1% | 100 |
|
|
2024
Q3 | $585K | Hold |
3,860
| – | – | 0.1% | 105 |
|
|
2024
Q2 | $581K | Hold |
3,860
| – | – | 0.1% | 91 |
|
|
2024
Q1 | $521K | Hold |
3,860
| – | – | 0.1% | 98 |
|
|
2023
Q4 | $474K | Hold |
3,860
| – | – | 0.1% | 91 |
|
|
2023
Q3 | $405K | Hold |
3,860
| – | – | 0.09% | 84 |
|
|
2023
Q2 | $420K | Hold |
3,860
| – | – | 0.09% | 86 |
|
|
2023
Q1 | $358K | Buy |
3,860
+400
| +12% | +$37.1K | 0.08% | 86 |
|
|
2022
Q4 | $258K | Hold |
3,460
| – | – | 0.06% | 120 |
|
|
2022
Q3 | $254K | Hold |
3,460
| – | – | 0.07% | 113 |
|
|
2022
Q2 | $277K | Hold |
3,460
| – | – | 0.07% | 117 |
|
|
2022
Q1 | $357K | Buy |
3,460
+920
| +36% | +$94.9K | 0.1% | 114 |
|
|
2021
Q4 | $292K | Hold |
2,540
| – | – | 0.08% | 137 |
|
|
2021
Q3 | $257K | Hold |
2,540
| – | – | 0.07% | 140 |
|
|
2021
Q2 | $252K | Hold |
2,540
| – | – | 0.07% | 151 |
|
|
2021
Q1 | $223K | Hold |
2,540
| – | – | 0.07% | 137 |
|
|
2020
Q4 | $216K | Hold |
2,540
| – | – | 0.07% | 143 |
|
|
2020
Q3 | $191K | Hold |
2,540
| – | – | 0.08% | 111 |
|
|
2020
Q2 | $171K | Hold |
2,540
| – | – | 0.07% | 137 |
|
|
2020
Q1 | $130K | Hold |
2,540
| – | – | 0.06% | 137 |
|
|
2019
Q4 | $148K | Hold |
2,540
| – | – | 0.05% | 156 |
|
|
2019
Q3 | $130K | Hold |
2,540
| – | – | 0.05% | 142 |
|
|
2019
Q2 | $126K | Buy |
+2,540
| New | +$126K | 0.05% | 139 |
|