Global Retirement 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 | $5.17M | Buy |
+29,829
| New | +$5.17M | 0.13% | 151 |
|
|
2024
Q4 | $3.56M | Buy |
22,337
+5,126
| +30% | +$818K | 0.1% | 192 |
|
|
2024
Q3 | $2.61M | Buy |
17,211
+1,649
| +11% | +$250K | 0.08% | 241 |
|
|
2024
Q2 | $2.34M | Buy |
15,562
+3,038
| +24% | +$457K | 0.07% | 252 |
|
|
2024
Q1 | $1.69M | Sell |
12,524
-977
| -7% | -$132K | 0.06% | 261 |
|
|
2023
Q4 | $1.67M | Sell |
13,501
-1,998
| -13% | -$246K | 0.07% | 245 |
|
|
2023
Q3 | $1.64M | Sell |
15,499
-3,564
| -19% | -$377K | 0.08% | 217 |
|
|
2023
Q2 | $2.08M | Sell |
19,063
-494
| -3% | -$53.8K | 0.1% | 192 |
|
|
2023
Q1 | $1.79M | Buy |
19,557
+3,128
| +19% | +$286K | 0.1% | 209 |
|
|
2022
Q4 | $1.22M | Buy |
16,429
+3,221
| +24% | +$240K | 0.08% | 234 |
|
|
2022
Q3 | $1.01M | Buy |
13,208
+7,825
| +145% | +$598K | 0.08% | 243 |
|
|
2022
Q2 | $430K | Hold |
5,383
| – | – | 0.03% | 379 |
|
|
2022
Q1 | $444K | Buy |
+5,383
| New | +$444K | 0.03% | 379 |
|
|
2021
Q4 | – | Sell |
-5,352
| Closed | -$542K | – | 1055 |
|
|
2021
Q3 | $542K | Buy |
5,352
+177
| +3% | +$17.9K | 0.05% | 293 |
|
|
2021
Q2 | $514K | Sell |
5,175
-774
| -13% | -$76.9K | 0.05% | 287 |
|
|
2021
Q1 | $522K | Hold |
5,949
| – | – | 0.06% | 253 |
|
|
2020
Q4 | $506K | Buy |
5,949
+289
| +5% | +$24.6K | 0.06% | 239 |
|
|
2020
Q3 | $426K | Sell |
5,660
-100
| -2% | -$7.53K | 0.06% | 246 |
|
|
2020
Q2 | $389K | Buy |
5,760
+444
| +8% | +$30K | 0.06% | 256 |
|
|
2020
Q1 | $272K | Buy |
5,316
+84
| +2% | +$4.3K | 0.05% | 273 |
|
|
2019
Q4 | $304K | Buy |
5,232
+140
| +3% | +$8.14K | 0.05% | 303 |
|
|
2019
Q3 | $260K | Sell |
5,092
-484
| -9% | -$24.7K | 0.04% | 320 |
|
|
2019
Q2 | $276K | Sell |
5,576
-84
| -1% | -$4.16K | 0.05% | 287 |
|
|
2019
Q1 | $270K | Sell |
5,660
-2,240
| -28% | -$107K | 0.07% | 247 |
|
|
2018
Q4 | $316K | Sell |
7,900
-3,920
| -33% | -$157K | 0.08% | 223 |
|
|
2018
Q3 | $573K | Sell |
11,820
-1,984
| -14% | -$96.2K | 0.13% | 153 |
|
|
2018
Q2 | $615K | Sell |
13,804
-80
| -0.6% | -$3.56K | 0.16% | 129 |
|
|
2018
Q1 | $584K | Buy |
13,884
+124
| +0.9% | +$5.22K | 0.16% | 139 |
|
|
2017
Q4 | $560K | Buy |
13,760
+4,680
| +52% | +$190K | 0.15% | 133 |
|
|
2017
Q3 | $340K | Buy |
9,080
+248
| +3% | +$9.29K | 0.14% | 139 |
|
|
2017
Q2 | $309K | Buy |
8,832
+1,916
| +28% | +$67K | 0.15% | 134 |
|
|
2017
Q1 | $234K | Buy |
6,916
+1,520
| +28% | +$51.4K | 0.13% | 151 |
|
|
2016
Q4 | $162K | Buy |
+5,396
| New | +$162K | 0.11% | 179 |
|