Graves Light Lenhart Wealth’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 | $1.32M | Hold |
|
|||||
|
2025
Q2 | $1.17M | Sell |
|
|||||
|
2025
Q1 | $1.25M | Hold |
|
|||||
|
2024
Q4 | $1.42M | Sell |
|
|||||
|
2024
Q3 | $1.62M | Sell |
|
|||||
|
2024
Q2 | $1.66M | Sell |
|
|||||
|
2024
Q1 | $1.55M | Sell |
|
|||||
|
2023
Q4 | $1.43M | Hold |
|
|||||
|
2023
Q3 | $1.26M | Sell |
|
|||||
|
2023
Q2 | $1.28M | Sell |
|
|||||
|
2023
Q1 | $1.16M | Sell |
|
|||||
|
2022
Q4 | $948K | Hold |
|
|||||
|
2022
Q3 | $934K | Hold |
|
|||||
|
2022
Q2 | $1.02M | Hold |
|
|||||
|
2022
Q1 | $1.31M | Hold |
|
|||||
|
2021
Q4 | $1.46M | Hold |
|
|||||
|
2021
Q3 | $1.29M | Hold |
|
|||||
|
2021
Q2 | $1.26M | Sell |
|
|||||
|
2021
Q1 | $1.13M | Hold |
|
|||||
|
2020
Q4 | $1.09M | Sell |
|
|||||
|
2020
Q3 | $1.03M | Hold |
|
|||||
|
2020
Q2 | $925K | Sell |
|
|||||
|
2020
Q1 | $702K | Hold |
|
|||||
|
2019
Q4 | $799K | Hold |
|
|||||
|
2019
Q3 | $728K | Buy |
|
|||||
|
2019
Q2 | $620K | Hold |
|
|||||
|
2019
Q1 | $597K | Hold |
|
|||||
|
2018
Q4 | $501K | Buy |
|