Financial Gravity Asset 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
Q1 | $335K | Buy |
+2,383
| New | +$335K | 0.07% | 118 |
|
|
2024
Q2 | $617K | Sell |
4,101
-6,143
| -60% | -$925K | 0.15% | 77 |
|
|
2024
Q1 | $1.31M | Sell |
10,244
-306,574
| -97% | -$39.2M | 0.18% | 75 |
|
|
2023
Q4 | $2.67M | Buy |
316,818
+6,041
| +2% | +$50.9K | 0.03% | 183 |
|
|
2023
Q3 | $1.93M | Buy |
310,777
+282,186
| +987% | +$1.75M | 0.02% | 216 |
|
|
2023
Q2 | $3.11K | Buy |
28,591
+1,922
| +7% | +$209 | 0.01% | 559 |
|
|
2023
Q1 | $2.46K | Buy |
+26,669
| New | +$2.46K | 0.08% | 265 |
|
|
2020
Q1 | – | Sell |
-748
| Closed | -$233K | – | 1258 |
|
|
2019
Q4 | $233K | Sell |
748
-560
| -43% | -$174K | 0.16% | 94 |
|
|
2019
Q3 | $67K | Sell |
1,308
-3,208
| -71% | -$164K | 0.06% | 253 |
|
|
2019
Q2 | $223K | Sell |
4,516
-4,256
| -49% | -$210K | 0.18% | 130 |
|
|
2019
Q1 | $424K | Buy |
+8,772
| New | +$424K | 0.34% | 73 |
|