HPC
Hobart Private Capital’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Sell |
1,701
-240
| -12% | -$41.6K | 0.07% | 99 |
|
|
2025
Q1 | $273K | Sell |
1,941
-1
| -0.1% | -$140 | 0.07% | 87 |
|
|
2024
Q4 | $310K | Hold |
1,942
| – | – | 0.08% | 78 |
|
|
2024
Q3 | $294K | Sell |
1,942
-5
| -0.3% | -$758 | 0.08% | 71 |
|
|
2024
Q2 | $293K | Sell |
1,947
-456
| -19% | -$68.6K | 0.08% | 68 |
|
|
2024
Q1 | $325K | Sell |
2,403
-55
| -2% | -$7.43K | 0.1% | 60 |
|
|
2023
Q4 | $302K | Buy |
2,458
+424
| +21% | +$52K | 0.1% | 54 |
|
|
2023
Q3 | $213K | Sell |
2,034
-1,930
| -49% | -$202K | 0.08% | 39 |
|
|
2023
Q2 | $432K | Buy |
3,964
+118
| +3% | +$12.8K | 0.16% | 30 |
|
|
2023
Q1 | $357K | Sell |
3,846
-110,323
| -97% | -$10.2M | 0.14% | 29 |
|
|
2022
Q4 | $8.5M | Buy |
114,169
+6,306
| +6% | +$470K | 5.76% | 6 |
|
|
2022
Q3 | $7.91M | Buy |
107,863
+221
| +0.2% | +$16.2K | 5.68% | 8 |
|
|
2022
Q2 | $8.61M | Buy |
107,642
+13,798
| +15% | +$1.1M | 4.02% | 9 |
|
|
2022
Q1 | $9.67M | Buy |
93,844
+22,979
| +32% | +$2.37M | 3.73% | 10 |
|
|
2021
Q4 | $8.14M | Buy |
+70,865
| New | +$8.14M | 3.05% | 14 |
|