Global Financial Private Client’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.05M | Sell |
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|
2025
Q2 | $1.92M | Sell |
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|
2025
Q1 | $1.56M | Buy |
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|
2024
Q4 | $1.77M | Sell |
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|
2024
Q3 | $1.7M | Sell |
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|
2024
Q2 | $1.7M | Buy |
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|
2024
Q1 | $1.53M | Buy |
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|
2023
Q4 | $1.38M | Buy |
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|
2023
Q3 | $1.17M | Sell |
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|
2023
Q2 | $1.28M | Buy |
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|
2023
Q1 | $1.04M | Sell |
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|
2022
Q4 | $850K | Buy |
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|
2022
Q3 | $793K | Hold |
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|
2022
Q2 | $838K | Sell |
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|
2022
Q1 | $1.08M | Hold |
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|
2021
Q4 | $1.21M | Hold |
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|
2021
Q3 | $1.08M | Sell |
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|
2021
Q2 | $1.05M | Hold |
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|
2021
Q1 | $944K | Hold |
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|
2020
Q4 | $895K | Hold |
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|
2020
Q3 | $803K | Hold |
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|
2020
Q2 | $713K | Hold |
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|
2020
Q1 | $513K | Hold |
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|
2019
Q4 | $612K | Buy |
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