HDIM
Hanson & Doremus Investment Management’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $155K | Hold |
896
| – | – | 0.02% | 218 |
|
|
2025
Q1 | $126K | Hold |
896
| – | – | 0.02% | 231 |
|
|
2024
Q4 | $143K | Hold |
896
| – | – | 0.02% | 214 |
|
|
2024
Q3 | $136K | Hold |
896
| – | – | 0.02% | 212 |
|
|
2024
Q2 | $135K | Hold |
896
| – | – | 0.02% | 207 |
|
|
2024
Q1 | $121K | Sell |
896
-19
| -2% | -$2.57K | 0.02% | 225 |
|
|
2023
Q4 | $112K | Sell |
915
-136
| -13% | -$16.6K | 0.02% | 229 |
|
|
2023
Q3 | $110K | Hold |
1,051
| – | – | 0.02% | 222 |
|
|
2023
Q2 | $114K | Sell |
1,051
-1,001
| -49% | -$109K | 0.02% | 220 |
|
|
2023
Q1 | $190K | Hold |
2,052
| – | – | 0.04% | 180 |
|
|
2022
Q4 | $153K | Hold |
2,052
| – | – | 0.03% | 195 |
|
|
2022
Q3 | $151K | Hold |
2,052
| – | – | 0.04% | 197 |
|
|
2022
Q2 | $164K | Hold |
2,052
| – | – | 0.04% | 196 |
|
|
2022
Q1 | $211K | Hold |
2,052
| – | – | 0.05% | 182 |
|
|
2021
Q4 | $236K | Hold |
2,052
| – | – | 0.05% | 172 |
|
|
2021
Q3 | $208K | Buy |
2,052
+1,539
| +300% | +$156K | 0.05% | 171 |
|
|
2021
Q2 | $154K | Sell |
513
-1,539
| -75% | -$462K | 0.05% | 180 |
|
|
2021
Q1 | $180K | Hold |
2,052
| – | – | 0.04% | 188 |
|
|
2020
Q4 | $175K | Buy |
2,052
+1,539
| +300% | +$131K | 0.04% | 184 |
|
|
2020
Q3 | $154K | Sell |
513
-70
| -12% | -$21K | 0.05% | 180 |
|
|
2020
Q2 | $157K | Hold |
583
| – | – | 0.05% | 172 |
|
|
2020
Q1 | $119K | Hold |
583
| – | – | 0.04% | 197 |
|
|
2019
Q4 | $136K | Hold |
583
| – | – | 0.04% | 202 |
|
|
2019
Q3 | $119K | Sell |
583
-49
| -8% | -$10K | 0.04% | 218 |
|
|
2019
Q2 | $125K | Sell |
632
-130
| -17% | -$25.7K | 0.04% | 213 |
|
|
2019
Q1 | $145K | Hold |
762
| – | – | 0.05% | 197 |
|
|
2018
Q4 | $122K | Hold |
762
| – | – | 0.04% | 199 |
|
|
2018
Q3 | $148K | Hold |
762
| – | – | 0.05% | 196 |
|
|
2018
Q2 | $136K | Hold |
762
| – | – | 0.04% | 204 |
|
|
2018
Q1 | $128K | Hold |
762
| – | – | 0.04% | 218 |
|
|
2017
Q4 | $124K | Sell |
762
-120
| -14% | -$19.5K | 0.04% | 219 |
|
|
2017
Q3 | $132K | Sell |
882
-273
| -24% | -$40.9K | 0.05% | 210 |
|
|
2017
Q2 | $161K | Sell |
1,155
-70
| -6% | -$9.76K | 0.06% | 180 |
|
|
2017
Q1 | $166K | Hold |
1,225
| – | – | 0.07% | 176 |
|
|
2016
Q4 | $147K | Buy |
+1,225
| New | +$147K | 0.06% | 184 |
|