Jacobi Capital Management’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
Q2 | $354K | Hold |
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|
2025
Q1 | $287K | Hold |
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|
2024
Q4 | $326K | Hold |
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|
2024
Q3 | $310K | Sell |
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|
2024
Q2 | $383K | Hold |
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|
2024
Q1 | $344K | Hold |
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|
2023
Q4 | $312K | Hold |
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|
2023
Q3 | $267K | Hold |
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|
2023
Q2 | $277K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $262K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $51K | Buy |
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|
2021
Q2 | $40K | Buy |
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|
2021
Q1 | $35K | Hold |
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|
2020
Q4 | $34K | Buy |
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|
2020
Q3 | $30K | Buy |
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