Joel Isaacson & 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
Q2 | $2.74M | Buy |
|
|||||
|
2025
Q1 | $2.1M | Buy |
|
|||||
|
2024
Q4 | $2.38M | Buy |
|
|||||
|
2024
Q3 | $2.26M | Sell |
|
|||||
|
2024
Q2 | $2.27M | Buy |
|
|||||
|
2024
Q1 | $2.03M | Buy |
|
|||||
|
2023
Q4 | $1.79M | Buy |
|
|||||
|
2023
Q3 | $1.53M | Buy |
|
|||||
|
2023
Q2 | $1.56M | Sell |
|
|||||
|
2023
Q1 | $1.36M | Hold |
|
|||||
|
2022
Q4 | $1.09M | Buy |
|
|||||
|
2022
Q3 | $856K | Hold |
|
|||||
|
2022
Q2 | $932K | Hold |
|
|||||
|
2022
Q1 | $1.1M | Sell |
|
|||||
|
2021
Q4 | $1.35M | Hold |
|
|||||
|
2021
Q3 | $1.19M | Hold |
|
|||||
|
2021
Q2 | $1.17M | Hold |
|
|||||
|
2021
Q1 | $1.03M | Sell |
|
|||||
|
2020
Q4 | $1.01M | Hold |
|
|||||
|
2020
Q3 | $891K | Sell |
|
|||||
|
2020
Q2 | $803K | Hold |
|
|||||
|
2020
Q1 | $609K | Hold |
|
|||||
|
2019
Q4 | $693K | Hold |
|
|||||
|
2019
Q3 | $608K | Hold |
|
|||||
|
2019
Q2 | $589K | Sell |
|
|||||
|
2019
Q1 | $572K | Hold |
|
|||||
|
2018
Q4 | $494K | Hold |
|
|||||
|
2018
Q3 | $582K | Hold |
|
|||||
|
2018
Q2 | $535K | Hold |
|
|||||
|
2018
Q1 | $505K | Hold |
|
|||||
|
2017
Q4 | $488K | Hold |
|
|||||
|
2017
Q3 | $450K | Hold |
|
|||||
|
2017
Q2 | $419K | Hold |
|
|||||
|
2017
Q1 | $406K | Hold |
|
|||||
|
2016
Q4 | $361K | Hold |
|
|||||
|
2016
Q3 | $357K | Sell |
|
|||||
|
2016
Q2 | $346K | Hold |
|
|||||
|
2016
Q1 | $357K | Hold |
|
|||||
|
2015
Q4 | $352K | Buy |
|
|||||
|
2015
Q3 | $297K | Hold |
|
|||||
|
2015
Q2 | $314K | Hold |
|
|||||
|
2015
Q1 | $315K | Hold |
|
|||||
|
2014
Q4 | $313K | Hold |
|
|||||
|
2014
Q3 | $302K | Hold |
|
|||||
|
2014
Q2 | $291K | Hold |
|
|||||
|
2014
Q1 | $273K | Buy |
|