ICA Group Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $18.8K | Sell |
125
-1,309
| -91% | -$197K | 0.01% | 369 |
|
|
2024
Q1 | $194K | Buy |
1,434
+5
| +0.3% | +$675 | 0.04% | 288 |
|
|
2023
Q4 | $175K | Buy |
+1,429
| New | +$175K | 0.04% | 278 |
|
|
2023
Q3 | – | Sell |
-2,549
| Closed | -$277K | – | 720 |
|
|
2023
Q2 | $277K | Buy |
2,549
+1,882
| +282% | +$205K | 0.07% | 186 |
|
|
2023
Q1 | $61.9K | Sell |
667
-1,576
| -70% | -$146K | 0.01% | 434 |
|
|
2022
Q4 | $169K | Buy |
+2,243
| New | +$169K | 0.04% | 277 |
|