Journey Strategic Wealth’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 | $1.59M | Sell |
9,198
-1,844
| -17% | -$320K | 0.05% | 112 |
|
|
2025
Q1 | $1.55M | Buy |
11,042
+5,411
| +96% | +$760K | 0.05% | 94 |
|
|
2024
Q4 | $898K | Buy |
5,631
+1,780
| +46% | +$284K | 0.03% | 136 |
|
|
2024
Q3 | $584K | Buy |
3,851
+2,215
| +135% | +$336K | 0.02% | 197 |
|
|
2024
Q2 | $246K | Sell |
1,636
-299
| -15% | -$45K | 0.01% | 303 |
|
|
2024
Q1 | $261K | Buy |
+1,935
| New | +$261K | 0.01% | 217 |
|
|
2022
Q1 | – | Sell |
-2,140
| Closed | -$246K | – | 219 |
|
|
2021
Q4 | $246K | Buy |
+2,140
| New | +$246K | 0.03% | 151 |
|