HS
Horan Securities’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-677
| Closed | -$73.8K | – | 388 |
|
|
2023
Q2 | $73.8K | Hold |
677
| – | – | 0.03% | 199 |
|
|
2023
Q1 | $62.9K | Buy |
677
+240
| +55% | +$22.3K | 0.03% | 192 |
|
|
2022
Q4 | $32.6K | Hold |
437
| – | – | 0.02% | 253 |
|
|
2022
Q3 | $32K | Buy |
437
+5
| +1% | +$366 | 0.02% | 232 |
|
|
2022
Q2 | $35K | Hold |
432
| – | – | 0.02% | 206 |
|
|
2022
Q1 | $45K | Hold |
432
| – | – | 0.03% | 179 |
|
|
2021
Q4 | $50K | Buy |
+432
| New | +$50K | 0.03% | 170 |
|
|
2021
Q2 | $66K | Hold |
668
| – | – | 0.05% | 144 |
|
|
2021
Q1 | $59K | Hold |
668
| – | – | 0.05% | 130 |
|
|
2020
Q4 | $57K | Buy |
668
+501
| +300% | +$42.8K | 0.05% | 112 |
|
|
2020
Q3 | $50K | Hold |
167
| – | – | 0.05% | 101 |
|
|
2020
Q2 | $45K | Hold |
167
| – | – | 0.05% | 77 |
|
|
2020
Q1 | $34K | Buy |
+167
| New | +$34K | 0.05% | 83 |
|