HHM Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $404K | Hold |
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|
2025
Q1 | $328K | Buy |
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|
2024
Q4 | $371K | Sell |
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|
2024
Q3 | $359K | Hold |
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|
2024
Q2 | $356K | Buy |
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|
2024
Q1 | $303K | Hold |
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|
2023
Q4 | $275K | Hold |
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|
2023
Q3 | $235K | Sell |
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|
2023
Q2 | $288K | Buy |
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|
2023
Q1 | $167K | Buy |
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|
2022
Q4 | $104K | Sell |
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|
2022
Q3 | $108K | Hold |
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|
2022
Q2 | $118K | Hold |
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|
2022
Q1 | $152K | Hold |
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|
2021
Q4 | $170K | Hold |
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|
2021
Q3 | $150K | Sell |
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|
2021
Q2 | $186K | Buy |
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|
2021
Q1 | $161K | Buy |
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|
2020
Q4 | $127K | Hold |
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|
2020
Q3 | $112K | Hold |
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|
2020
Q2 | $101K | Buy |
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|
2020
Q1 | $62K | Buy |
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