Fort Point Capital Partners’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 | $2.67M | Buy |
15,390
+80
| +0.5% | +$13.9K | 0.19% | 68 |
|
|
2025
Q1 | $2.15M | Buy |
15,310
+304
| +2% | +$42.7K | 0.24% | 74 |
|
|
2024
Q4 | $2.39M | Buy |
15,006
+85
| +0.6% | +$13.6K | 0.26% | 69 |
|
|
2024
Q3 | $2.26M | Buy |
14,921
+716
| +5% | +$109K | 0.28% | 59 |
|
|
2024
Q2 | $2.14M | Buy |
14,205
+275
| +2% | +$41.4K | 0.27% | 59 |
|
|
2024
Q1 | $1.88M | Buy |
13,930
+646
| +5% | +$87.3K | 0.25% | 68 |
|
|
2023
Q4 | $1.63M | Hold |
13,284
| – | – | 0.23% | 67 |
|
|
2023
Q3 | $1.39M | Sell |
13,284
-104
| -0.8% | -$10.9K | 0.21% | 72 |
|
|
2023
Q2 | $1.46M | Sell |
13,388
-68
| -0.5% | -$7.4K | 0.21% | 71 |
|
|
2023
Q1 | $1.25M | Sell |
13,456
-509
| -4% | -$47.2K | 0.19% | 84 |
|
|
2022
Q4 | $1.04M | Sell |
13,965
-594
| -4% | -$44.2K | 0.16% | 91 |
|
|
2022
Q3 | $1.07M | Buy |
14,559
+210
| +1% | +$15.4K | 0.18% | 88 |
|
|
2022
Q2 | $1.15M | Buy |
14,349
+350
| +3% | +$28K | 0.19% | 78 |
|
|
2022
Q1 | $1.44M | Buy |
13,999
+360
| +3% | +$37.1K | 0.2% | 77 |
|
|
2021
Q4 | $1.57M | Buy |
13,639
+1
| +0% | +$115 | 0.21% | 69 |
|
|
2021
Q3 | $1.38M | Buy |
+13,638
| New | +$1.38M | 0.21% | 63 |
|