First Western Trust Bank’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 | $1.16M | Hold |
6,700
| – | – | 0.05% | 82 |
|
2025
Q1 | $941K | Hold |
6,700
| – | – | 0.05% | 86 |
|
2024
Q4 | $1.07M | Hold |
6,700
| – | – | 0.05% | 86 |
|
2024
Q3 | $1.02M | Hold |
6,700
| – | – | 0.05% | 89 |
|
2024
Q2 | $1.01M | Hold |
6,700
| – | – | 0.05% | 82 |
|
2024
Q1 | $905K | Hold |
6,700
| – | – | 0.04% | 93 |
|
2023
Q4 | $822K | Hold |
6,700
| – | – | 0.04% | 96 |
|
2023
Q3 | $703K | Hold |
6,700
| – | – | 0.04% | 104 |
|
2023
Q2 | $729K | Hold |
6,700
| – | – | 0.04% | 106 |
|
2023
Q1 | $622K | Hold |
6,700
| – | – | 0.03% | 115 |
|
2022
Q4 | $499K | Hold |
6,700
| – | – | 0.03% | 118 |
|
2022
Q3 | $492K | Hold |
6,700
| – | – | 0.03% | 111 |
|
2022
Q2 | $544K | Hold |
6,700
| – | – | 0.04% | 110 |
|
2022
Q1 | $702K | Buy |
+6,700
| New | +$702K | 0.04% | 108 |
|