Herold Advisors’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 | – | Sell |
-1,943
| Closed | -$273K | – | 320 |
|
|
2025
Q1 | $273K | Buy |
1,943
+131
| +7% | +$18.4K | 0.06% | 232 |
|
|
2024
Q4 | $289K | Sell |
1,812
-19
| -1% | -$3.03K | 0.06% | 225 |
|
|
2024
Q3 | $278K | Sell |
1,831
-201
| -10% | -$30.5K | 0.06% | 228 |
|
|
2024
Q2 | $306K | Buy |
2,032
+246
| +14% | +$37K | 0.07% | 215 |
|
|
2024
Q1 | $241K | Buy |
1,786
+82
| +5% | +$11.1K | 0.06% | 236 |
|
|
2023
Q4 | $209K | Buy |
+1,704
| New | +$209K | 0.06% | 232 |
|
|
2023
Q3 | – | Sell |
-2,577
| Closed | -$281K | – | 254 |
|
|
2023
Q2 | $281K | Hold |
2,577
| – | – | 0.09% | 204 |
|
|
2023
Q1 | $239K | Buy |
+2,577
| New | +$239K | 0.08% | 205 |
|