JIC
Joel Isaacson & Co’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.74M | Buy |
15,797
+873
| +6% | +$151K | 0.11% | 87 |
|
|
2025
Q1 | $2.1M | Buy |
14,924
+1
| +0% | +$140 | 0.1% | 98 |
|
|
2024
Q4 | $2.38M | Buy |
14,923
+1
| +0% | +$160 | 0.11% | 87 |
|
|
2024
Q3 | $2.26M | Sell |
14,922
-139
| -0.9% | -$21.1K | 0.11% | 91 |
|
|
2024
Q2 | $2.27M | Buy |
15,061
+2
| +0% | +$301 | 0.12% | 78 |
|
|
2024
Q1 | $2.03M | Buy |
15,059
+501
| +3% | +$67.7K | 0.11% | 90 |
|
|
2023
Q4 | $1.79M | Buy |
14,558
+2
| +0% | +$246 | 0.11% | 88 |
|
|
2023
Q3 | $1.53M | Buy |
14,556
+250
| +2% | +$26.2K | 0.1% | 87 |
|
|
2023
Q2 | $1.56M | Sell |
14,306
-330
| -2% | -$35.9K | 0.1% | 91 |
|
|
2023
Q1 | $1.36M | Hold |
14,636
| – | – | 0.1% | 90 |
|
|
2022
Q4 | $1.09M | Buy |
14,636
+2,975
| +26% | +$222K | 0.08% | 101 |
|
|
2022
Q3 | $856K | Hold |
11,661
| – | – | 0.07% | 117 |
|
|
2022
Q2 | $932K | Hold |
11,661
| – | – | 0.08% | 107 |
|
|
2022
Q1 | $1.11M | Sell |
11,661
-90
| -0.8% | -$8.53K | 0.08% | 106 |
|
|
2021
Q4 | $1.35M | Hold |
11,751
| – | – | 0.09% | 97 |
|
|
2021
Q3 | $1.19M | Hold |
11,751
| – | – | 0.09% | 100 |
|
|
2021
Q2 | $1.17M | Hold |
11,751
| – | – | 0.09% | 95 |
|
|
2021
Q1 | $1.03M | Sell |
11,751
-85
| -0.7% | -$7.46K | 0.09% | 90 |
|
|
2020
Q4 | $1.01M | Buy |
11,836
+8,877
| +300% | +$755K | 0.1% | 91 |
|
|
2020
Q3 | $891K | Sell |
2,959
-19
| -0.6% | -$5.72K | 0.12% | 84 |
|
|
2020
Q2 | $803K | Hold |
2,978
| – | – | 0.11% | 83 |
|
|
2020
Q1 | $609K | Hold |
2,978
| – | – | 0.11% | 91 |
|
|
2019
Q4 | $693K | Hold |
2,978
| – | – | 0.09% | 95 |
|
|
2019
Q3 | $608K | Hold |
2,978
| – | – | 0.09% | 105 |
|
|
2019
Q2 | $589K | Sell |
2,978
-22
| -0.7% | -$4.35K | 0.09% | 112 |
|
|
2019
Q1 | $572K | Hold |
3,000
| – | – | 0.08% | 123 |
|
|
2018
Q4 | $494K | Hold |
3,000
| – | – | 0.08% | 133 |
|
|
2018
Q3 | $582K | Hold |
3,000
| – | – | 0.09% | 110 |
|
|
2018
Q2 | $535K | Hold |
3,000
| – | – | 0.09% | 111 |
|
|
2018
Q1 | $505K | Hold |
3,000
| – | – | 0.09% | 111 |
|
|
2017
Q4 | $488K | Hold |
3,000
| – | – | 0.08% | 112 |
|
|
2017
Q3 | $450K | Hold |
3,000
| – | – | 0.08% | 109 |
|
|
2017
Q2 | $419K | Hold |
3,000
| – | – | 0.08% | 112 |
|
|
2017
Q1 | $406K | Hold |
3,000
| – | – | 0.08% | 111 |
|
|
2016
Q4 | $361K | Hold |
3,000
| – | – | 0.07% | 109 |
|
|
2016
Q3 | $357K | Sell |
3,000
-289
| -9% | -$34.4K | 0.07% | 117 |
|
|
2016
Q2 | $346K | Hold |
3,289
| – | – | 0.07% | 121 |
|
|
2016
Q1 | $357K | Hold |
3,289
| – | – | 0.08% | 121 |
|
|
2015
Q4 | $352K | Buy |
3,289
+289
| +10% | +$30.9K | 0.09% | 106 |
|
|
2015
Q3 | $297K | Hold |
3,000
| – | – | 0.08% | 114 |
|
|
2015
Q2 | $314K | Hold |
3,000
| – | – | 0.08% | 125 |
|
|
2015
Q1 | $315K | Hold |
3,000
| – | – | 0.08% | 122 |
|
|
2014
Q4 | $313K | Hold |
3,000
| – | – | 0.08% | 110 |
|
|
2014
Q3 | $302K | Hold |
3,000
| – | – | 0.09% | 91 |
|
|
2014
Q2 | $291K | Hold |
3,000
| – | – | 0.09% | 98 |
|
|
2014
Q1 | $273K | Buy |
+3,000
| New | +$273K | 0.09% | 97 |
|