Focus Partners Wealth’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 | $9.09M | Buy |
52,454
+37,239
| +245% | +$6.45M | 0.02% | 520 |
|
2025
Q1 | $2.14M | Buy |
15,215
+1,595
| +12% | +$224K | 0.01% | 827 |
|
2024
Q4 | $2.17M | Buy |
13,620
+4,990
| +58% | +$796K | 0.01% | 801 |
|
2024
Q3 | $1.31M | Sell |
8,630
-11,922
| -58% | -$1.81M | ﹤0.01% | 873 |
|
2024
Q2 | $3.16M | Buy |
20,552
+14,348
| +231% | +$2.2M | 0.01% | 578 |
|
2024
Q1 | $838K | Buy |
6,204
+3,844
| +163% | +$519K | 0.01% | 636 |
|
2023
Q4 | $290K | Buy |
+2,360
| New | +$290K | ﹤0.01% | 679 |
|