Gallagher Fiduciary Advisors’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 | $383K | Sell |
2,208
-475
| -18% | -$82.3K | 0.01% | 216 |
|
|
2025
Q1 | $377K | Buy |
2,683
+310
| +13% | +$43.5K | 0.01% | 192 |
|
|
2024
Q4 | $378K | Buy |
2,373
+967
| +69% | +$154K | 0.07% | 185 |
|
|
2024
Q3 | $213K | Sell |
1,406
-7,295
| -84% | -$1.11M | 0.04% | 249 |
|
|
2024
Q2 | $1.31M | Buy |
8,701
+351
| +4% | +$52.8K | 0.29% | 41 |
|
|
2024
Q1 | $1.13M | Buy |
8,350
+645
| +8% | +$87.1K | 0.04% | 53 |
|
|
2023
Q4 | $946K | Sell |
7,705
-846
| -10% | -$104K | 0.03% | 56 |
|
|
2023
Q3 | $897K | Sell |
8,551
-3,562
| -29% | -$374K | 0.08% | 52 |
|
|
2023
Q2 | $1.32M | Buy |
12,113
+771
| +7% | +$83.9K | 0.1% | 48 |
|
|
2023
Q1 | $1.05M | Buy |
+11,342
| New | +$1.05M | 0.09% | 58 |
|