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Interchange Capital Partners’s iShares US Technology ETF IYW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.5M Sell
8,670
-1,230
-12% -$213K 0.35% 55
2025
Q1
$1.39M Buy
9,900
+227
+2% +$31.9K 0.39% 58
2024
Q4
$1.54M Sell
9,673
-979
-9% -$156K 0.56% 50
2024
Q3
$1.62M Sell
10,652
-1,098
-9% -$166K 0.57% 47
2024
Q2
$1.77M Buy
11,750
+4,146
+55% +$624K 0.64% 39
2024
Q1
$1.09M Buy
7,604
+832
+12% +$120K 0.74% 33
2023
Q4
$834K Buy
6,772
+1,409
+26% +$173K 0.62% 37
2023
Q3
$563K Sell
5,363
-5,339
-50% -$560K 0.45% 57
2023
Q2
$1.17M Buy
10,702
+2,496
+30% +$272K 0.89% 27
2023
Q1
$762K Buy
8,206
+2,599
+46% +$241K 0.41% 63
2022
Q4
$418K Buy
+5,607
New +$418K 0.43% 56
2021
Q1
Sell
-63
Closed -$5K 677
2020
Q4
$5K Buy
+63
New +$5K ﹤0.01% 927