Financial Perspectives’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 | $2.16M | Buy |
12,461
+394
| +3% | +$68.3K | 0.65% | 31 |
|
|
2025
Q1 | $1.69M | Buy |
12,067
+63
| +0.5% | +$8.85K | 0.58% | 35 |
|
|
2024
Q4 | $1.91M | Buy |
12,004
+124
| +1% | +$19.8K | 0.64% | 32 |
|
|
2024
Q3 | $1.8M | Buy |
11,880
+24
| +0.2% | +$3.64K | 0.62% | 33 |
|
|
2024
Q2 | $1.78M | Buy |
11,856
+20
| +0.2% | +$3.01K | 0.66% | 30 |
|
|
2024
Q1 | $1.6M | Buy |
11,836
+106
| +0.9% | +$14.3K | 0.61% | 34 |
|
|
2023
Q4 | $1.44M | Buy |
11,730
+27
| +0.2% | +$3.31K | 0.58% | 32 |
|
|
2023
Q3 | $1.23M | Buy |
11,703
+20
| +0.2% | +$2.1K | 0.56% | 34 |
|
|
2023
Q2 | $1.27M | Sell |
11,683
-1
| -0% | -$109 | 0.56% | 35 |
|
|
2023
Q1 | $1.08M | Buy |
11,684
+66
| +0.6% | +$6.13K | 0.52% | 37 |
|
|
2022
Q4 | $865K | Buy |
11,618
+2
| +0% | +$149 | 0.44% | 41 |
|
|
2022
Q3 | $852K | Buy |
11,616
+1
| +0% | +$73 | 0.48% | 36 |
|
|
2022
Q2 | $929K | Buy |
11,615
+1
| +0% | +$80 | 0.52% | 30 |
|
|
2022
Q1 | $1.2M | Buy |
11,614
+71
| +0.6% | +$7.32K | 0.56% | 28 |
|
|
2021
Q4 | $1.33M | Buy |
11,543
+252
| +2% | +$28.9K | 0.63% | 29 |
|
|
2021
Q3 | $1.14M | Hold |
11,291
| – | – | 0.58% | 34 |
|
|
2021
Q2 | $1.12M | Sell |
11,291
-975,958
| -99% | -$97M | 0.55% | 32 |
|
|
2021
Q1 | $11.3M | Buy |
987,249
+976,213
| +8,846% | +$11.1M | 0.56% | 29 |
|
|
2020
Q4 | $939K | Buy |
11,036
+44
| +0.4% | +$3.74K | 0.53% | 35 |
|
|
2020
Q3 | $827K | Hold |
10,992
| – | – | 0.54% | 30 |
|
|
2020
Q2 | $741K | Buy |
10,992
+64
| +0.6% | +$4.32K | 0.53% | 30 |
|
|
2020
Q1 | $558K | Buy |
10,928
+44
| +0.4% | +$2.25K | 0.45% | 32 |
|
|
2019
Q4 | $633K | Buy |
+10,884
| New | +$633K | 0.43% | 29 |
|