J.W. Burns & Co’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $905K | Sell |
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|
2025
Q2 | $811K | Sell |
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|
2025
Q1 | $659K | Sell |
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|
2024
Q4 | $749K | Sell |
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|
2024
Q3 | $864K | Buy |
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|
2024
Q2 | $709K | Buy |
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|
2024
Q1 | $631K | Hold |
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|
2023
Q4 | $574K | Hold |
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|
2023
Q3 | $491K | Hold |
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|
2023
Q2 | $509K | Hold |
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|
2023
Q1 | $434K | Sell |
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|
2022
Q4 | $356K | Hold |
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|
2022
Q3 | $350K | Hold |
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|
2022
Q2 | $382K | Sell |
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|
2022
Q1 | $502K | Hold |
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|
2021
Q4 | $560K | Hold |
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|
2021
Q3 | $494K | Sell |
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|
2021
Q2 | $504K | Hold |
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|
2021
Q1 | $445K | Sell |
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|
2020
Q4 | $434K | Hold |
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|
2020
Q3 | $384K | Hold |
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|
2020
Q2 | $344K | Hold |
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|
2020
Q1 | $261K | Hold |
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|
2019
Q4 | $297K | Hold |
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|
2019
Q3 | $260K | Hold |
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|
2019
Q2 | $252K | Hold |
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|
2019
Q1 | $243K | Hold |
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|
2018
Q4 | $204K | Hold |
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|
2018
Q3 | $247K | Sell |
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|
2018
Q2 | $232K | Hold |
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|
2018
Q1 | $219K | Buy |
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|
2017
Q4 | $201K | Sell |
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|
2017
Q3 | $245K | Hold |
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|
2017
Q2 | $228K | Hold |
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|
2017
Q1 | $221K | Buy |
|