IHT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.9M | Buy |
138,066
+16,711
| +14% | +$2.9M | 0.66% | 26 |
|
|
2025
Q1 | $17M | Buy |
121,355
+10,644
| +10% | +$1.49M | 0.53% | 38 |
|
|
2024
Q4 | $17.7M | Buy |
110,711
+779
| +0.7% | +$124K | 0.57% | 30 |
|
|
2024
Q3 | $16.7M | Buy |
109,932
+25,374
| +30% | +$3.84M | 0.47% | 40 |
|
|
2024
Q2 | $12.7M | Buy |
84,558
+54,982
| +186% | +$8.27M | 0.47% | 35 |
|
|
2024
Q1 | $3.99M | Buy |
29,576
+9,043
| +44% | +$1.22M | 0.16% | 129 |
|
|
2023
Q4 | $2.52M | Buy |
20,533
+2,081
| +11% | +$255K | 0.11% | 182 |
|
|
2023
Q3 | $1.94M | Sell |
18,452
-4,473
| -20% | -$469K | 0.1% | 201 |
|
|
2023
Q2 | $2.5M | Sell |
22,925
-207
| -0.9% | -$22.5K | 0.13% | 151 |
|
|
2023
Q1 | $2.15M | Sell |
23,132
-837
| -3% | -$77.7K | 0.12% | 163 |
|
|
2022
Q4 | $1.79M | Buy |
23,969
+1,310
| +6% | +$97.6K | 0.11% | 189 |
|
|
2022
Q3 | $1.66M | Sell |
22,659
-3,956
| -15% | -$290K | 0.13% | 187 |
|
|
2022
Q2 | $2.13M | Buy |
26,615
+1,411
| +6% | +$113K | 0.19% | 120 |
|
|
2022
Q1 | $2.6M | Sell |
25,204
-186
| -0.7% | -$19.2K | 0.2% | 109 |
|
|
2021
Q4 | $2.92M | Sell |
25,390
-949
| -4% | -$109K | 0.21% | 99 |
|
|
2021
Q3 | $2.67M | Sell |
26,339
-2,588
| -9% | -$262K | 0.22% | 102 |
|
|
2021
Q2 | $2.88M | Sell |
28,927
-12
| -0% | -$1.19K | 0.18% | 119 |
|
|
2021
Q1 | $2.54M | Sell |
28,939
-1,576
| -5% | -$138K | 0.18% | 124 |
|
|
2020
Q4 | $2.6M | Sell |
30,515
-3,437
| -10% | -$292K | 0.22% | 113 |
|
|
2020
Q3 | $2.56M | Buy |
33,952
+4,288
| +14% | +$323K | 0.26% | 94 |
|
|
2020
Q2 | $2M | Sell |
29,664
-2,972
| -9% | -$200K | 0.27% | 84 |
|
|
2020
Q1 | $1.67M | Buy |
32,636
+11,752
| +56% | +$601K | 0.24% | 100 |
|
|
2019
Q4 | $1.21M | Buy |
20,884
+764
| +4% | +$44.4K | 0.14% | 162 |
|
|
2019
Q3 | $1.03M | Buy |
20,120
+1,656
| +9% | +$84.5K | 0.14% | 166 |
|
|
2019
Q2 | $914K | Buy |
18,464
+776
| +4% | +$38.4K | 0.13% | 175 |
|
|
2019
Q1 | $843K | Sell |
17,688
-3,548
| -17% | -$169K | 0.14% | 179 |
|
|
2018
Q4 | $849K | Buy |
21,236
+1,260
| +6% | +$50.4K | 0.16% | 149 |
|
|
2018
Q3 | $969K | Buy |
19,976
+1,952
| +11% | +$94.7K | 0.21% | 126 |
|
|
2018
Q2 | $803K | Buy |
18,024
+740
| +4% | +$33K | 0.21% | 135 |
|
|
2018
Q1 | $708K | Buy |
17,284
+824
| +5% | +$33.8K | 0.19% | 142 |
|
|
2017
Q4 | $700K | Buy |
16,460
+9,924
| +152% | +$422K | 0.19% | 141 |
|
|
2017
Q3 | $250K | Buy |
6,536
+2,048
| +46% | +$78.3K | 0.11% | 210 |
|
|
2017
Q2 | $29 | Buy |
4,488
+1,920
| +75% | +$12 | 0.01% | 667 |
|
|
2017
Q1 | $86K | Buy |
2,568
+600
| +30% | +$20.1K | 0.06% | 302 |
|
|
2016
Q4 | $60K | Buy |
+1,968
| New | +$60K | 0.05% | 350 |
|