Invictus Private Wealth’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 | $1.02M | Sell |
5,870
-140
| -2% | -$24.3K | 0.07% | 39 |
|
|
2025
Q1 | $844K | Sell |
6,010
-33
| -0.5% | -$4.64K | 0.07% | 43 |
|
|
2024
Q4 | $964K | Sell |
6,043
-8
| -0.1% | -$1.28K | 0.07% | 40 |
|
|
2024
Q3 | $917K | Sell |
6,051
-49
| -0.8% | -$7.43K | 0.07% | 38 |
|
|
2024
Q2 | $918K | Sell |
6,100
-15
| -0.2% | -$2.26K | 0.08% | 37 |
|
|
2024
Q1 | $826K | Sell |
6,115
-49
| -0.8% | -$6.62K | 0.07% | 38 |
|
|
2023
Q4 | $757K | Sell |
6,164
-17
| -0.3% | -$2.09K | 0.07% | 40 |
|
|
2023
Q3 | $649K | Sell |
6,181
-264
| -4% | -$27.7K | 0.07% | 44 |
|
|
2023
Q2 | $702K | Sell |
6,445
-198
| -3% | -$21.6K | 0.08% | 44 |
|
|
2023
Q1 | $617K | Sell |
6,643
-332
| -5% | -$30.8K | 0.07% | 46 |
|
|
2022
Q4 | $520K | Buy |
+6,975
| New | +$520K | 0.07% | 48 |
|