HB 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Sell |
11,274
-5,267
| -32% | -$913K | 0.02% | 372 |
|
|
2025
Q1 | $2.32M | Buy |
16,541
+1,735
| +12% | +$244K | 0.02% | 347 |
|
|
2024
Q4 | $2.36M | Sell |
14,806
-76
| -0.5% | -$12.1K | 0.02% | 259 |
|
|
2024
Q3 | $2.26M | Buy |
14,882
+917
| +7% | +$139K | 0.02% | 257 |
|
|
2024
Q2 | $2.1M | Sell |
13,965
-206
| -1% | -$31K | 0.02% | 255 |
|
|
2024
Q1 | $1.91M | Sell |
14,171
-224
| -2% | -$30.3K | 0.02% | 254 |
|
|
2023
Q4 | $1.77M | Sell |
14,395
-219
| -1% | -$26.9K | 0.03% | 244 |
|
|
2023
Q3 | $1.53M | Sell |
14,614
-813
| -5% | -$85.3K | 0.02% | 247 |
|
|
2023
Q2 | $1.68M | Sell |
15,427
-726
| -4% | -$79K | 0.03% | 226 |
|
|
2023
Q1 | $1.5M | Buy |
16,153
+195
| +1% | +$18.1K | 0.03% | 232 |
|
|
2022
Q4 | $1.19M | Buy |
15,958
+3,045
| +24% | +$227K | 0.02% | 260 |
|
|
2022
Q3 | $947K | Sell |
12,913
-1,610
| -11% | -$118K | 0.02% | 267 |
|
|
2022
Q2 | $1.16M | Hold |
14,523
| – | – | 0.02% | 236 |
|
|
2022
Q1 | $1.5M | Buy |
14,523
+1,530
| +12% | +$158K | 0.03% | 219 |
|
|
2021
Q4 | $1.49M | Buy |
+12,993
| New | +$1.49M | 0.03% | 186 |
|