Fernwood Investment 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
2024
Q2
Sell
-360
Closed -$48.6K 449
2024
Q1
$48.6K Buy
+360
New +$48.6K 0.01% 346
2014
Q2
Sell
-10,344
Closed -$235K 116
2014
Q1
$235K Sell
10,344
-18,704
-64% -$425K 0.22% 99
2013
Q4
$642K Buy
+29,048
New +$642K 0.43% 63