Graypoint LLC’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
$5.33M Buy
30,735
+799
+3% +$138K 0.3% 66
2025
Q1
$4.2M Sell
29,936
-1,022
-3% -$144K 0.26% 76
2024
Q4
$4.94M Sell
30,958
-197
-0.6% -$31.4K 0.3% 66
2024
Q3
$4.72M Sell
31,155
-592
-2% -$89.8K 0.3% 65
2024
Q2
$4.78M Sell
31,747
-264
-0.8% -$39.7K 0.33% 57
2024
Q1
$4.32M Buy
32,011
+1,701
+6% +$230K 0.31% 67
2023
Q4
$3.72M Buy
30,310
+2,030
+7% +$249K 0.3% 71
2023
Q3
$2.97M Buy
+28,280
New +$2.97M 0.28% 80