Jaffetilchin Investment Partners’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 | $5.01M | Sell |
28,900
-37
| -0.1% | -$6.41K | 0.33% | 52 |
|
2025
Q1 | $4.06M | Buy |
28,937
+234
| +0.8% | +$32.9K | 0.3% | 57 |
|
2024
Q4 | $4.58M | Buy |
28,703
+69
| +0.2% | +$11K | 0.33% | 49 |
|
2024
Q3 | $4.34M | Buy |
28,634
+672
| +2% | +$102K | 0.33% | 50 |
|
2024
Q2 | $4.21M | Sell |
27,962
-35
| -0.1% | -$5.27K | 0.36% | 49 |
|
2024
Q1 | $3.78M | Buy |
27,997
+60
| +0.2% | +$8.1K | 0.34% | 52 |
|
2023
Q4 | $3.43M | Sell |
27,937
-57
| -0.2% | -$7K | 0.33% | 55 |
|
2023
Q3 | $2.94M | Sell |
27,994
-21
| -0.1% | -$2.2K | 0.32% | 54 |
|
2023
Q2 | $3.05M | Buy |
28,015
+1
| +0% | +$109 | 0.32% | 56 |
|
2023
Q1 | $2.6M | Buy |
28,014
+36
| +0.1% | +$3.34K | 0.3% | 65 |
|
2022
Q4 | $2.08M | Sell |
27,978
-61
| -0.2% | -$4.54K | 0.25% | 77 |
|
2022
Q3 | $2.06M | Buy |
28,039
+3
| +0% | +$220 | 0.26% | 58 |
|
2022
Q2 | $2.24M | Buy |
28,036
+1
| +0% | +$80 | 0.26% | 65 |
|
2022
Q1 | $2.34M | Buy |
28,035
+420
| +2% | +$35K | 0.28% | 58 |
|
2021
Q4 | $3.17M | Buy |
27,615
+470
| +2% | +$54K | 0.3% | 61 |
|
2021
Q3 | $2.75M | Sell |
27,145
-26,379
| -49% | -$2.67M | 0.29% | 61 |
|
2021
Q2 | $4.94M | Buy |
53,524
+26,380
| +97% | +$2.44M | 0.34% | 52 |
|
2021
Q1 | $2.38M | Buy |
27,144
+764
| +3% | +$67K | 0.28% | 67 |
|
2020
Q4 | $2.24M | Hold |
26,380
| – | – | 0.32% | 52 |
|
2020
Q3 | $1.99M | Hold |
26,380
| – | – | 0.37% | 50 |
|
2020
Q2 | $1.78M | Hold |
26,380
| – | – | 0.39% | 45 |
|
2020
Q1 | $1.35M | Sell |
26,380
-21,556
| -45% | -$1.1M | 0.48% | 34 |
|
2019
Q4 | $2.79M | Hold |
47,936
| – | – | 0.6% | 32 |
|
2019
Q3 | $2.45M | Hold |
47,936
| – | – | 0.58% | 32 |
|
2019
Q2 | $2.37M | Buy |
+47,936
| New | +$2.37M | 0.55% | 30 |
|