HM Payson & Co’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
Q3 | $321K | Hold |
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|
2025
Q2 | $284K | Sell |
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|
2025
Q1 | $309K | Hold |
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|
2024
Q4 | $351K | Sell |
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|
2024
Q3 | $380K | Buy |
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|
2024
Q2 | $345K | Buy |
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|
2024
Q1 | $307K | Buy |
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|
2023
Q4 | $276K | Hold |
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|
2023
Q3 | $236K | Hold |
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|
2023
Q2 | $245K | Hold |
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|
2023
Q1 | $209K | Hold |
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|
2022
Q4 | $168K | Hold |
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|
2022
Q3 | $165K | Hold |
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|
2022
Q2 | $180K | Hold |
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|
2022
Q1 | $232K | Sell |
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|
2021
Q4 | $264K | Sell |
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|
2021
Q3 | $253K | Hold |
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|
2021
Q2 | $249K | Sell |
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|
2021
Q1 | $228K | Hold |
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|
2020
Q4 | $221K | Hold |
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|
2020
Q3 | $196K | Hold |
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|
2020
Q2 | $175K | Hold |
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|
2020
Q1 | $133K | Hold |
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|
2019
Q4 | $151K | Hold |
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|
2019
Q3 | $133K | Sell |
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|
2019
Q2 | $194K | Buy |
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