Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $0 | Sell |
4
-21,851
| -100% | – | ﹤0.01% | 884 |
|
|
2024
Q3 | $3.31M | Sell |
21,855
-2,164
| -9% | -$328K | 0.97% | 21 |
|
|
2024
Q2 | $3.61M | Sell |
24,019
-6,129
| -20% | -$922K | 1.01% | 21 |
|
|
2024
Q1 | $4.07M | Buy |
30,148
+13,484
| +81% | +$1.82M | 1.21% | 16 |
|
|
2023
Q4 | $2.05M | Sell |
16,664
-1,247
| -7% | -$153K | 0.67% | 31 |
|
|
2023
Q3 | $1.88M | Buy |
+17,911
| New | +$1.88M | 0.68% | 30 |
|
|
2023
Q1 | $1.96M | Buy |
+21,072
| New | +$1.96M | 0.75% | 24 |
|
|
2022
Q4 | – | Sell |
-22,424
| Closed | -$1.65M | – | 734 |
|
|
2022
Q3 | $1.65M | Sell |
22,424
-354
| -2% | -$26K | 0.68% | 27 |
|
|
2022
Q2 | $1.82M | Sell |
22,778
-93
| -0.4% | -$7.44K | 0.81% | 26 |
|
|
2022
Q1 | $2.36M | Sell |
22,871
-131
| -0.6% | -$13.5K | 0.95% | 23 |
|
|
2021
Q4 | $2.64M | Buy |
+23,002
| New | +$2.64M | 0.98% | 22 |
|