Joseph Group Capital Management’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 | $18.4K | Hold |
106
| – | – | 0.01% | 87 |
|
2025
Q1 | $14.9K | Hold |
106
| – | – | 0.01% | 86 |
|
2024
Q4 | $16.9K | Hold |
106
| – | – | 0.01% | 82 |
|
2024
Q3 | $16.1K | Hold |
106
| – | – | 0.01% | 77 |
|
2024
Q2 | $16K | Hold |
106
| – | – | 0.01% | 68 |
|
2024
Q1 | $14.3K | Hold |
106
| – | – | 0.01% | 78 |
|
2023
Q4 | $13K | Hold |
106
| – | – | 0.01% | 77 |
|
2023
Q3 | $11.1K | Hold |
106
| – | – | 0.01% | 73 |
|
2023
Q2 | $11.5K | Hold |
106
| – | – | 0.01% | 71 |
|
2023
Q1 | $9.84K | Hold |
106
| – | – | 0.01% | 76 |
|
2022
Q4 | $8K | Hold |
106
| – | – | 0.01% | 89 |
|
2022
Q3 | $8K | Hold |
106
| – | – | 0.01% | 73 |
|
2022
Q2 | $8K | Hold |
106
| – | – | 0.01% | 67 |
|
2022
Q1 | $11K | Hold |
106
| – | – | 0.01% | 63 |
|
2021
Q4 | $12K | Buy |
+106
| New | +$12K | 0.01% | 65 |
|