Glassman Wealth Services’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 | $6.24K | Hold |
36
| – | – | ﹤0.01% | 157 |
|
|
2025
Q1 | $5.06K | Sell |
36
-6
| -14% | -$843 | ﹤0.01% | 178 |
|
|
2024
Q4 | $6.7K | Buy |
+42
| New | +$6.7K | ﹤0.01% | 143 |
|
|
2024
Q2 | – | Sell |
-3
| Closed | -$405 | – | 205 |
|
|
2024
Q1 | $405 | Hold |
3
| – | – | ﹤0.01% | 196 |
|
|
2023
Q4 | $368 | Hold |
3
| – | – | ﹤0.01% | 1778 |
|
|
2023
Q3 | $315 | Hold |
3
| – | – | ﹤0.01% | 1822 |
|
|
2023
Q2 | $327 | Sell |
3
-50
| -94% | -$5.45K | ﹤0.01% | 1722 |
|
|
2023
Q1 | $4.92K | Buy |
53
+50
| +1,667% | +$4.64K | ﹤0.01% | 1002 |
|
|
2022
Q4 | $223 | Hold |
3
| – | – | ﹤0.01% | 1769 |
|
|
2022
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1827 |
|
|
2022
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 1838 |
|
|
2022
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 1792 |
|
|
2021
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1765 |
|
|
2021
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1703 |
|
|
2020
Q4 | – | Sell |
-1,124
| Closed | -$85K | – | 1440 |
|
|
2020
Q3 | $85K | Buy |
+1,124
| New | +$85K | 0.02% | 218 |
|
|
2020
Q2 | – | Sell |
-300
| Closed | -$15K | – | 1379 |
|
|
2020
Q1 | $15K | Buy |
+300
| New | +$15K | 0.01% | 379 |
|