Fountainhead AM’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 | $1.02M | Buy |
5,883
+821
| +16% | +$142K | 0.15% | 65 |
|
|
2025
Q1 | $711K | Buy |
5,062
+3,599
| +246% | +$505K | 0.12% | 66 |
|
|
2024
Q4 | $233K | Hold |
1,463
| – | – | 0.04% | 148 |
|
|
2024
Q3 | $222K | Buy |
1,463
+1
| +0.1% | +$152 | 0.05% | 129 |
|
|
2024
Q2 | $220K | Buy |
+1,462
| New | +$220K | 0.05% | 123 |
|
|
2022
Q1 | – | Sell |
-1,811
| Closed | -$208K | – | 77 |
|
|
2021
Q4 | $208K | Buy |
+1,811
| New | +$208K | 0.09% | 73 |
|