JT Stratford LLC’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 | $681K | Sell |
3,928
-535
| -12% | -$92.7K | 0.1% | 173 |
|
|
2025
Q1 | $627K | Buy |
4,463
+1,422
| +47% | +$200K | 0.11% | 178 |
|
|
2024
Q4 | $485K | Buy |
3,041
+1,283
| +73% | +$205K | 0.08% | 200 |
|
|
2024
Q3 | $267K | Sell |
1,758
-236
| -12% | -$35.8K | 0.05% | 246 |
|
|
2024
Q2 | $300K | Sell |
1,994
-154
| -7% | -$23.2K | 0.06% | 229 |
|
|
2024
Q1 | $290K | Sell |
2,148
-216
| -9% | -$29.2K | 0.06% | 226 |
|
|
2023
Q4 | $290K | Buy |
+2,364
| New | +$290K | 0.07% | 211 |
|
|
2023
Q3 | – | Sell |
-3,264
| Closed | -$355K | – | 241 |
|
|
2023
Q2 | $355K | Hold |
3,264
| – | – | 0.1% | 186 |
|
|
2023
Q1 | $303K | Buy |
+3,264
| New | +$303K | 0.09% | 193 |
|