GoalVest Advisory’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 | $46.8K | Hold |
270
| – | – | 0.01% | 213 |
|
|
2025
Q1 | $37.9K | Hold |
270
| – | – | 0.01% | 202 |
|
|
2024
Q4 | $43.1K | Hold |
270
| – | – | 0.01% | 197 |
|
|
2024
Q3 | $40.9K | Hold |
270
| – | – | 0.01% | 208 |
|
|
2024
Q2 | $40.6K | Hold |
270
| – | – | 0.01% | 188 |
|
|
2024
Q1 | $36.5K | Hold |
270
| – | – | 0.01% | 217 |
|
|
2023
Q4 | $33.1K | Hold |
270
| – | – | 0.01% | 173 |
|
|
2023
Q3 | $28.3K | Hold |
270
| – | – | 0.01% | 185 |
|
|
2023
Q2 | $29.4K | Hold |
270
| – | – | 0.02% | 172 |
|
|
2023
Q1 | $25.1K | Hold |
270
| – | – | 0.01% | 153 |
|
|
2022
Q4 | $20.1K | Hold |
270
| – | – | 0.01% | 158 |
|
|
2022
Q3 | $20K | Hold |
270
| – | – | 0.01% | 156 |
|
|
2022
Q2 | $22K | Buy |
+270
| New | +$22K | 0.01% | 215 |
|