Hoxton Planning & Management’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
Q2 | $1.94M | Sell |
11,197
-1,260
| -10% | -$218K | 0.67% | 33 |
|
|
2025
Q1 | $1.75M | Sell |
12,457
-77
| -0.6% | -$10.8K | 0.67% | 32 |
|
|
2024
Q4 | $2M | Sell |
12,534
-1,354
| -10% | -$216K | 0.76% | 24 |
|
|
2024
Q3 | $2.11M | Sell |
13,888
-1,375
| -9% | -$208K | 0.82% | 22 |
|
|
2024
Q2 | $2.3M | Sell |
15,263
-51
| -0.3% | -$7.68K | 1.07% | 17 |
|
|
2024
Q1 | $2.07M | Buy |
15,314
+27
| +0.2% | +$3.65K | 0.99% | 20 |
|
|
2023
Q4 | $1.88M | Buy |
15,287
+1,616
| +12% | +$198K | 0.99% | 18 |
|
|
2023
Q3 | $1.43M | Sell |
13,671
-11,700
| -46% | -$1.23M | 0.93% | 20 |
|
|
2023
Q2 | $2.76M | Sell |
25,371
-6,706
| -21% | -$730K | 1.71% | 13 |
|
|
2023
Q1 | $2.98M | Buy |
32,077
+4,073
| +15% | +$378K | 1.64% | 13 |
|
|
2022
Q4 | $2.09M | Buy |
+28,004
| New | +$2.09M | 1.11% | 18 |
|