HT Partners’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 | $453K | Hold |
2,612
| – | – | 0.14% | 33 |
|
|
2025
Q1 | $367K | Hold |
2,612
| – | – | 0.13% | 35 |
|
|
2024
Q4 | $417K | Hold |
2,612
| – | – | 0.14% | 33 |
|
|
2024
Q3 | $396K | Hold |
2,612
| – | – | 0.14% | 33 |
|
|
2024
Q2 | $393K | Hold |
2,612
| – | – | 0.14% | 32 |
|
|
2024
Q1 | $353K | Hold |
2,612
| – | – | 0.13% | 36 |
|
|
2023
Q4 | $321K | Hold |
2,612
| – | – | 0.13% | 37 |
|
|
2023
Q3 | $274K | Hold |
2,612
| – | – | 0.08% | 38 |
|
|
2023
Q2 | $284K | Hold |
2,612
| – | – | 0.08% | 41 |
|
|
2023
Q1 | $242K | Buy |
+2,612
| New | +$242K | 0.07% | 46 |
|
|
2022
Q3 | – | Sell |
-2,612
| Closed | -$209K | – | 46 |
|
|
2022
Q2 | $209K | Hold |
2,612
| – | – | 0.08% | 48 |
|
|
2022
Q1 | $269K | Hold |
2,612
| – | – | 0.08% | 44 |
|
|
2021
Q4 | $300K | Hold |
2,612
| – | – | 0.09% | 41 |
|
|
2021
Q3 | $264K | Hold |
2,612
| – | – | 0.08% | 44 |
|
|
2021
Q2 | $260K | Hold |
2,612
| – | – | 0.08% | 45 |
|
|
2021
Q1 | $229K | Hold |
2,612
| – | – | 0.08% | 43 |
|
|
2020
Q4 | $222K | Sell |
2,612
-220
| -8% | -$18.7K | 0.07% | 42 |
|
|
2020
Q3 | $213K | Buy |
+2,832
| New | +$213K | 0.08% | 33 |
|
|
2016
Q2 | – | Sell |
-12,752
| Closed | -$347K | – | 21 |
|
|
2016
Q1 | $347K | Sell |
12,752
-100,000
| -89% | -$2.72M | 0.2% | 14 |
|
|
2015
Q4 | $2.94M | Hold |
112,752
| – | – | 1.9% | 16 |
|
|
2015
Q3 | $2.77M | Sell |
112,752
-196
| -0.2% | -$4.81K | 1.85% | 10 |
|
|
2015
Q2 | $2.96M | Sell |
112,948
-3,356
| -3% | -$87.8K | 1.61% | 21 |
|
|
2015
Q1 | $3.03M | Sell |
116,304
-145,224
| -56% | -$3.78M | 1.64% | 20 |
|
|
2014
Q4 | $6.83M | Sell |
261,528
-356,704
| -58% | -$9.31M | 4.3% | 8 |
|
|
2014
Q3 | $15.3M | Buy |
618,232
+159,572
| +35% | +$3.96M | 7.76% | 8 |
|
|
2014
Q2 | $11.2M | Sell |
458,660
-247,784
| -35% | -$6.07M | 5.86% | 6 |
|
|
2014
Q1 | $16.1M | Buy |
706,444
+227,836
| +48% | +$5.19M | 10.51% | 4 |
|
|
2013
Q4 | $10.6M | Buy |
478,608
+1,000
| +0.2% | +$22.1K | 6.76% | 4 |
|
|
2013
Q3 | $9.41M | Buy |
477,608
+181,008
| +61% | +$3.57M | 6.08% | 6 |
|
|
2013
Q2 | $5.46M | Buy |
+296,600
| New | +$5.46M | 4.66% | 10 |
|