First Citizens Bank & Trust’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 | $320K | Sell |
1,848
-7,177
| -80% | -$1.24M | 0.01% | 518 |
|
|
2025
Q1 | $1.27M | Hold |
9,025
| – | – | 0.03% | 219 |
|
|
2024
Q4 | $1.44M | Hold |
9,025
| – | – | 0.03% | 210 |
|
|
2024
Q3 | $1.37M | Buy |
9,025
+105
| +1% | +$15.9K | 0.03% | 218 |
|
|
2024
Q2 | $1.34M | Hold |
8,920
| – | – | 0.03% | 221 |
|
|
2024
Q1 | $1.2M | Buy |
+8,920
| New | +$1.2M | 0.02% | 226 |
|
|
2022
Q3 | – | Sell |
-2,816
| Closed | -$225K | – | 350 |
|
|
2022
Q2 | $225K | Hold |
2,816
| – | – | 0.01% | 353 |
|
|
2022
Q1 | $290K | Buy |
2,816
+200
| +8% | +$20.6K | 0.01% | 319 |
|
|
2021
Q4 | $300K | Sell |
2,616
-512
| -16% | -$58.7K | 0.01% | 301 |
|
|
2021
Q3 | $317K | Hold |
3,128
| – | – | 0.02% | 278 |
|
|
2021
Q2 | $311K | Hold |
3,128
| – | – | 0.01% | 276 |
|
|
2021
Q1 | $274K | Hold |
3,128
| – | – | 0.01% | 321 |
|
|
2020
Q4 | $266K | Hold |
3,128
| – | – | 0.01% | 299 |
|
|
2020
Q3 | $235K | Hold |
3,128
| – | – | 0.02% | 311 |
|
|
2020
Q2 | $211K | Buy |
+3,128
| New | +$211K | 0.02% | 347 |
|
|
2020
Q1 | – | Sell |
-3,528
| Closed | -$205K | – | 347 |
|
|
2019
Q4 | $205K | Buy |
+3,528
| New | +$205K | 0.02% | 342 |
|