Joel Isaacson & Co’s iShares US Technology ETF IYW Stock Holding History

Joel Isaacson & Co’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.29M	Buy	18,139 +1	+0%	+$193	0.11%	87
2025 Q4	$3.62M	Buy	18,138 +2,340	+15%	+$468K	0.12%	80
2025 Q3	$3.09M	Buy	15,798 +1	+0%	+$183	0.11%	86
2025 Q2	$2.74M	Buy	15,797 +873	+6%	+$132K	0.11%	87
2025 Q1	$2.1M	Buy	14,924 +1	+0%	+$156	0.1%	98
2024 Q4	$2.38M	Buy	14,923 +1	+0%	+$158	0.11%	87
2024 Q3	$2.26M	Sell	14,922 -139	-0.9%	-$20.4K	0.11%	91
2024 Q2	$2.27M	Buy	15,061 +2	+0%	+$276	0.12%	78
2024 Q1	$2.03M	Buy	15,059 +501	+3%	+$65.2K	0.11%	90
2023 Q4	$1.79M	Buy	14,558 +2	+0%	+$227	0.11%	88
2023 Q3	$1.53M	Buy	14,556 +250	+2%	+$27.2K	0.1%	87
2023 Q2	$1.56M	Sell	14,306 -330	-2%	-$32.4K	0.1%	91
2023 Q1	$1.36M	Hold	14,636	–	–	0.1%	90
2022 Q4	$1.09M	Buy	14,636 +2,975	+26%	+$228K	0.08%	101
2022 Q3	$856K	Hold	11,661	–	–	0.07%	117
2022 Q2	$932K	Hold	11,661	–	–	0.08%	107
2022 Q1	$1.1M	Sell	11,661 -90	-0.8%	-$9.19K	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%	-$7.45K	0.09%	90
2020 Q4	$1.01M	Hold	11,836	–	–	0.1%	91
2020 Q3	$891K	Sell	11,836 -76	-0.6%	-$5.55K	0.12%	84
2020 Q2	$803K	Hold	11,912	–	–	0.11%	83
2020 Q1	$609K	Hold	11,912	–	–	0.11%	91
2019 Q4	$693K	Hold	11,912	–	–	0.09%	95
2019 Q3	$608K	Hold	11,912	–	–	0.09%	105
2019 Q2	$589K	Sell	11,912 -88	-0.7%	-$4.3K	0.09%	112
2019 Q1	$572K	Hold	12,000	–	–	0.08%	123
2018 Q4	$494K	Hold	12,000	–	–	0.08%	133
2018 Q3	$582K	Hold	12,000	–	–	0.09%	110
2018 Q2	$535K	Hold	12,000	–	–	0.09%	111
2018 Q1	$505K	Hold	12,000	–	–	0.09%	111
2017 Q4	$488K	Hold	12,000	–	–	0.08%	112
2017 Q3	$450K	Hold	12,000	–	–	0.08%	109
2017 Q2	$419K	Hold	12,000	–	–	0.08%	112
2017 Q1	$406K	Hold	12,000	–	–	0.08%	111
2016 Q4	$361K	Hold	12,000	–	–	0.07%	109
2016 Q3	$357K	Sell	12,000 -1,156	-9%	-$33.1K	0.07%	117
2016 Q2	$346K	Hold	13,156	–	–	0.07%	121
2016 Q1	$357K	Hold	13,156	–	–	0.08%	121
2015 Q4	$352K	Buy	13,156 +1,156	+10%	+$31.2K	0.09%	106
2015 Q3	$297K	Hold	12,000	–	–	0.08%	114
2015 Q2	$314K	Hold	12,000	–	–	0.08%	125
2015 Q1	$315K	Hold	12,000	–	–	0.08%	122
2014 Q4	$313K	Hold	12,000	–	–	0.08%	110
2014 Q3	$302K	Hold	12,000	–	–	0.09%	91
2014 Q2	$291K	Hold	12,000	–	–	0.09%	98
2014 Q1	$273K	Buy	+12,000	New	+$268K	0.09%	97