HPM
Hudson Portfolio Management’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
6,730
-225
| -3% | -$39K | 1.09% | 31 |
|
|
2025
Q1 | $977K | Hold |
6,955
| – | – | 0.94% | 39 |
|
|
2024
Q4 | $1.11M | Sell |
6,955
-605
| -8% | -$96.5K | 1.09% | 33 |
|
|
2024
Q3 | $1.15M | Buy |
+7,560
| New | +$1.15M | 1.13% | 33 |
|
|
2023
Q4 | $1.1M | Sell |
8,978
-46
| -0.5% | -$5.65K | 1.19% | 29 |
|
|
2023
Q3 | $947K | Sell |
9,024
-355
| -4% | -$37.2K | 1.08% | 33 |
|
|
2023
Q2 | $1.02M | Sell |
9,379
-105
| -1% | -$11.4K | 1.11% | 33 |
|
|
2023
Q1 | $880K | Hold |
9,484
| – | – | 0.99% | 38 |
|
|
2022
Q4 | $706K | Buy |
9,484
+350
| +4% | +$26.1K | 0.78% | 49 |
|
|
2022
Q3 | $670K | Sell |
9,134
-355
| -4% | -$26K | 0.79% | 46 |
|
|
2022
Q2 | $759K | Sell |
9,489
-1,226
| -11% | -$98.1K | 0.79% | 48 |
|
|
2022
Q1 | $1.1M | Buy |
10,715
+15
| +0.1% | +$1.55K | 0.97% | 38 |
|
|
2021
Q4 | $1.23M | Sell |
10,700
-185
| -2% | -$21.2K | 1.09% | 34 |
|
|
2021
Q3 | $1.1M | Buy |
10,885
+101
| +0.9% | +$10.2K | 1.02% | 37 |
|
|
2021
Q2 | $1.07M | Sell |
10,784
-50
| -0.5% | -$4.97K | 0.98% | 41 |
|
|
2021
Q1 | $950K | Buy |
+10,834
| New | +$950K | 0.91% | 43 |
|