Haverford Trust Company’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 | $2.91M | Buy |
16,784
+355
| +2% | +$61.5K | 0.03% | 152 |
|
|
2025
Q1 | $2.31M | Hold |
16,429
| – | – | 0.02% | 167 |
|
|
2024
Q4 | $2.62M | Hold |
16,429
| – | – | 0.03% | 153 |
|
|
2024
Q3 | $2.49M | Sell |
16,429
-1,963
| -11% | -$298K | 0.02% | 162 |
|
|
2024
Q2 | $2.77M | Sell |
18,392
-163
| -0.9% | -$24.5K | 0.03% | 155 |
|
|
2024
Q1 | $2.51M | Hold |
18,555
| – | – | 0.03% | 159 |
|
|
2023
Q4 | $2.28M | Hold |
18,555
| – | – | 0.03% | 154 |
|
|
2023
Q3 | $1.95M | Sell |
18,555
-440
| -2% | -$46.2K | 0.02% | 153 |
|
|
2023
Q2 | $2.07M | Hold |
18,995
| – | – | 0.02% | 150 |
|
|
2023
Q1 | $1.76M | Hold |
18,995
| – | – | 0.02% | 157 |
|
|
2022
Q4 | $1.41M | Hold |
18,995
| – | – | 0.02% | 169 |
|
|
2022
Q3 | $1.39M | Buy |
18,995
+6,730
| +55% | +$494K | 0.02% | 160 |
|
|
2022
Q2 | $981K | Buy |
12,265
+1,200
| +11% | +$96K | 0.01% | 190 |
|
|
2022
Q1 | $1.14M | Hold |
11,065
| – | – | 0.01% | 187 |
|
|
2021
Q4 | $1.27M | Sell |
11,065
-152
| -1% | -$17.4K | 0.01% | 180 |
|
|
2021
Q3 | $1.14M | Buy |
11,217
+129
| +1% | +$13.1K | 0.01% | 189 |
|
|
2021
Q2 | $1.1M | Hold |
11,088
| – | – | 0.01% | 191 |
|
|
2021
Q1 | $972K | Hold |
11,088
| – | – | 0.01% | 181 |
|
|
2020
Q4 | $943K | Hold |
11,088
| – | – | 0.01% | 167 |
|
|
2020
Q3 | $835K | Hold |
11,088
| – | – | 0.01% | 169 |
|
|
2020
Q2 | $748K | Buy |
+11,088
| New | +$748K | 0.01% | 175 |
|
|
2014
Q1 | – | Sell |
-37,716
| Closed | -$834K | – | 238 |
|
|
2013
Q4 | $834K | Buy |
+37,716
| New | +$834K | 0.02% | 133 |
|