Gray 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $276K | Buy |
1,732
+30
| +2% | +$4.79K | 0.1% | 108 |
|
|
2024
Q3 | $258K | Buy |
1,702
+1
| +0.1% | +$152 | 0.1% | 109 |
|
|
2024
Q2 | $256K | Hold |
1,701
| – | – | 0.11% | 108 |
|
|
2024
Q1 | $230K | Hold |
1,701
| – | – | 0.1% | 122 |
|
|
2023
Q4 | $209K | Sell |
1,701
-298
| -15% | -$36.6K | 0.1% | 124 |
|
|
2023
Q3 | $210K | Hold |
1,999
| – | – | 0.11% | 123 |
|
|
2023
Q2 | $218K | Buy |
+1,999
| New | +$218K | 0.11% | 115 |
|
|
2022
Q2 | – | Sell |
-2,077
| Closed | -$214K | – | 120 |
|
|
2022
Q1 | $214K | Sell |
2,077
-531
| -20% | -$54.7K | 0.11% | 118 |
|
|
2021
Q4 | $300K | Buy |
2,608
+1
| +0% | +$115 | 0.15% | 92 |
|
|
2021
Q3 | $264K | Buy |
2,607
+96
| +4% | +$9.72K | 0.15% | 97 |
|
|
2021
Q2 | $250K | Buy |
2,511
+1
| +0% | +$100 | 0.14% | 98 |
|
|
2021
Q1 | $220K | Hold |
2,510
| – | – | 0.14% | 104 |
|
|
2020
Q4 | $214K | Buy |
+2,510
| New | +$214K | 0.15% | 101 |
|