IMZ Advisory’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 | $410K | Buy |
2,297
+2
| +0.1% | +$357 | 0.16% | 26 |
|
|
2025
Q1 | $322K | Sell |
2,295
-119
| -5% | -$16.7K | 0.15% | 30 |
|
|
2024
Q4 | $385K | Buy |
2,414
+1
| +0% | +$160 | 0.18% | 26 |
|
|
2024
Q3 | $366K | Buy |
2,413
+2
| +0.1% | +$303 | 0.17% | 27 |
|
|
2024
Q2 | $363K | Sell |
2,411
-1,461
| -38% | -$220K | 0.18% | 24 |
|
|
2024
Q1 | $523K | Sell |
3,872
-1,079
| -22% | -$146K | 0.27% | 22 |
|
|
2023
Q4 | $648K | Buy |
+4,951
| New | +$648K | 0.35% | 22 |
|