Granite Bay Wealth Management’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 | $399K | Sell |
2,300
-41
| -2% | -$7.11K | 0.13% | 46 |
|
|
2025
Q1 | $329K | Sell |
2,341
-238
| -9% | -$33.4K | 0.11% | 51 |
|
|
2024
Q4 | $411K | Buy |
+2,579
| New | +$411K | 0.15% | 48 |
|
|
2024
Q3 | – | Sell |
-2,300
| Closed | -$346K | – | 55 |
|
|
2024
Q2 | $346K | Sell |
2,300
-200
| -8% | -$30.1K | 0.19% | 50 |
|
|
2024
Q1 | $338K | Sell |
2,500
-188,229
| -99% | -$25.4M | 0.19% | 57 |
|
|
2023
Q4 | $21.6M | Buy |
190,729
+17,479
| +10% | +$1.98M | 0.19% | 54 |
|
|
2023
Q3 | $18.8M | Buy |
+173,250
| New | +$18.8M | 0.18% | 60 |
|
|
2023
Q2 | – | Sell |
-2,750
| Closed | -$255K | – | 59 |
|
|
2023
Q1 | $255K | Sell |
2,750
-100
| -4% | -$9.27K | 0.18% | 59 |
|
|
2022
Q4 | $212K | Buy |
+2,850
| New | +$212K | 0.14% | 64 |
|