IFWM
Institute for Wealth Management’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-9,880
| Closed | -$866K | – | 495 |
|
|
2021
Q1 | $866K | Sell |
9,880
-5,794
| -37% | -$508K | 0.16% | 165 |
|
|
2020
Q4 | $1.33M | Buy |
15,674
+11,758
| +300% | +$1M | 0.27% | 96 |
|
|
2020
Q3 | $1.18M | Sell |
3,916
-552
| -12% | -$166K | 0.27% | 95 |
|
|
2020
Q2 | $1.21M | Buy |
4,468
+475
| +12% | +$128K | 0.3% | 89 |
|
|
2020
Q1 | $816K | Sell |
3,993
-1,255
| -24% | -$256K | 0.25% | 105 |
|
|
2019
Q4 | $1.22M | Sell |
5,248
-270
| -5% | -$62.8K | 0.28% | 98 |
|
|
2019
Q3 | $1.13M | Sell |
5,518
-145
| -3% | -$29.6K | 0.28% | 98 |
|
|
2019
Q2 | $1.12M | Buy |
+5,663
| New | +$1.12M | 0.25% | 119 |
|
|
2014
Q2 | – | Sell |
-24,733
| Closed | -$2.25M | – | 68 |
|
|
2014
Q1 | $2.25M | Buy |
24,733
+2,387
| +11% | +$217K | 1.93% | 19 |
|
|
2013
Q4 | $1.98M | Sell |
22,346
-39,129
| -64% | -$3.46M | 1.42% | 24 |
|
|
2013
Q3 | $4.84M | Buy |
61,475
+23,243
| +61% | +$1.83M | 3.33% | 13 |
|
|
2013
Q2 | $2.82M | Buy |
+38,232
| New | +$2.82M | 2.26% | 19 |
|