IWC
Integrated Wealth Concepts’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.1M | Buy |
150,521
+29,525
| +24% | +$5.12M | 0.26% | 86 |
|
|
2025
Q1 | $17M | Buy |
120,996
+4,480
| +4% | +$629K | 0.2% | 113 |
|
|
2024
Q4 | $18.6M | Sell |
116,516
-51,464
| -31% | -$8.21M | 0.22% | 108 |
|
|
2024
Q3 | $25.5M | Sell |
167,980
-16,030
| -9% | -$2.43M | 0.31% | 70 |
|
|
2024
Q2 | $27.7M | Buy |
184,010
+4,804
| +3% | +$723K | 0.38% | 54 |
|
|
2024
Q1 | $24.2M | Buy |
179,206
+878
| +0.5% | +$119K | 0.35% | 57 |
|
|
2023
Q4 | $21.9M | Buy |
178,328
+69,626
| +64% | +$8.55M | 0.36% | 56 |
|
|
2023
Q3 | $11.4M | Sell |
108,702
-57,431
| -35% | -$6.03M | 0.2% | 123 |
|
|
2023
Q2 | $18.1M | Buy |
166,133
+7,078
| +4% | +$771K | 0.31% | 75 |
|
|
2023
Q1 | $14.8M | Buy |
159,055
+48,038
| +43% | +$4.46M | 0.3% | 77 |
|
|
2022
Q4 | $8.27M | Buy |
111,017
+96,197
| +649% | +$7.17M | 0.22% | 96 |
|
|
2022
Q3 | $1.09M | Sell |
14,820
-21,397
| -59% | -$1.57M | 0.03% | 409 |
|
|
2022
Q2 | $2.9M | Buy |
36,217
+25,945
| +253% | +$2.07M | 0.09% | 207 |
|
|
2022
Q1 | $1.06M | Buy |
10,272
+2,173
| +27% | +$224K | 0.03% | 380 |
|
|
2021
Q4 | $930K | Sell |
8,099
-1,072
| -12% | -$123K | 0.03% | 448 |
|
|
2021
Q3 | $929K | Buy |
9,171
+6,968
| +316% | +$706K | 0.03% | 405 |
|
|
2021
Q2 | $219K | Sell |
2,203
-134
| -6% | -$13.3K | 0.01% | 745 |
|
|
2021
Q1 | $205K | Buy |
+2,337
| New | +$205K | 0.01% | 696 |
|