HM Payson & Co’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
Q1 | $309K | Hold |
2,200
| – | – | 0.01% | 344 |
|
|
2024
Q4 | $351K | Sell |
2,200
-304
| -12% | -$48.5K | 0.01% | 331 |
|
|
2024
Q3 | $380K | Buy |
2,504
+214
| +9% | +$32.4K | 0.01% | 322 |
|
|
2024
Q2 | $345K | Buy |
2,290
+15
| +0.7% | +$2.26K | 0.01% | 323 |
|
|
2024
Q1 | $307K | Buy |
2,275
+25
| +1% | +$3.38K | 0.01% | 339 |
|
|
2023
Q4 | $276K | Hold |
2,250
| – | – | 0.01% | 339 |
|
|
2023
Q3 | $236K | Hold |
2,250
| – | – | 0.01% | 352 |
|
|
2023
Q2 | $245K | Hold |
2,250
| – | – | 0.01% | 343 |
|
|
2023
Q1 | $209K | Hold |
2,250
| – | – | 0.01% | 363 |
|
|
2022
Q4 | $168K | Hold |
2,250
| – | – | ﹤0.01% | 395 |
|
|
2022
Q3 | $165K | Hold |
2,250
| – | – | ﹤0.01% | 401 |
|
|
2022
Q2 | $180K | Hold |
2,250
| – | – | ﹤0.01% | 390 |
|
|
2022
Q1 | $232K | Sell |
2,250
-50
| -2% | -$5.16K | 0.01% | 376 |
|
|
2021
Q4 | $264K | Sell |
2,300
-200
| -8% | -$23K | 0.01% | 367 |
|
|
2021
Q3 | $253K | Hold |
2,500
| – | – | 0.01% | 358 |
|
|
2021
Q2 | $249K | Sell |
2,500
-100
| -4% | -$9.96K | 0.01% | 371 |
|
|
2021
Q1 | $228K | Hold |
2,600
| – | – | 0.01% | 374 |
|
|
2020
Q4 | $221K | Hold |
2,600
| – | – | 0.01% | 369 |
|
|
2020
Q3 | $196K | Hold |
2,600
| – | – | 0.01% | 357 |
|
|
2020
Q2 | $175K | Hold |
2,600
| – | – | 0.01% | 358 |
|
|
2020
Q1 | $133K | Hold |
2,600
| – | – | 0.01% | 381 |
|
|
2019
Q4 | $151K | Hold |
2,600
| – | – | ﹤0.01% | 429 |
|
|
2019
Q3 | $133K | Sell |
2,600
-1,320
| -34% | -$67.5K | ﹤0.01% | 447 |
|
|
2019
Q2 | $194K | Buy |
+3,920
| New | +$194K | 0.01% | 397 |
|