Greenleaf Trust’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 | $980K | Hold |
5,657
| – | – | 0.01% | 319 |
|
|
2025
Q1 | $794K | Hold |
5,657
| – | – | 0.01% | 384 |
|
|
2024
Q4 | $902K | Hold |
5,657
| – | – | 0.01% | 352 |
|
|
2024
Q3 | $858K | Hold |
5,657
| – | – | 0.01% | 373 |
|
|
2024
Q2 | $851K | Hold |
5,657
| – | – | 0.01% | 335 |
|
|
2024
Q1 | $764K | Hold |
5,657
| – | – | 0.01% | 353 |
|
|
2023
Q4 | $694K | Sell |
5,657
-3,400
| -38% | -$417K | 0.01% | 371 |
|
|
2023
Q3 | $950K | Buy |
9,057
+57
| +0.6% | +$5.98K | 0.01% | 281 |
|
|
2023
Q2 | $980K | Buy |
9,000
+5,600
| +165% | +$610K | 0.01% | 280 |
|
|
2023
Q1 | $316K | Buy |
+3,400
| New | +$316K | ﹤0.01% | 582 |
|
|
2019
Q2 | – | Sell |
-7,172
| Closed | -$342K | – | 551 |
|
|
2019
Q1 | $342K | Buy |
+7,172
| New | +$342K | 0.01% | 355 |
|