Keebeck Wealth 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 | $9.9M | Sell |
57,143
-6,006
| -10% | -$1.04M | 1.3% | 13 |
|
|
2025
Q1 | $8.87M | Buy |
63,149
+3,659
| +6% | +$514K | 1.31% | 16 |
|
|
2024
Q4 | $9.49M | Buy |
59,490
+54
| +0.1% | +$8.61K | 1.37% | 17 |
|
|
2024
Q3 | $9.01M | Sell |
59,436
-6,611
| -10% | -$1M | 1.31% | 16 |
|
|
2024
Q2 | $9.94M | Buy |
66,047
+1,494
| +2% | +$225K | 1.46% | 14 |
|
|
2024
Q1 | $8.72M | Buy |
64,553
+3,606
| +6% | +$487K | 1.28% | 14 |
|
|
2023
Q4 | $7.48M | Buy |
60,947
+21,544
| +55% | +$2.64M | 1.23% | 14 |
|
|
2023
Q3 | $4.14M | Sell |
39,403
-20,726
| -34% | -$2.18M | 0.72% | 38 |
|
|
2023
Q2 | $6.55M | Buy |
60,129
+17,544
| +41% | +$1.91M | 0.9% | 25 |
|
|
2023
Q1 | $3.95M | Buy |
42,585
+18,075
| +74% | +$1.68M | 0.64% | 44 |
|
|
2022
Q4 | $1.83M | Buy |
24,510
+21,494
| +713% | +$1.6M | 0.32% | 75 |
|
|
2022
Q3 | $221K | Sell |
3,016
-4,853
| -62% | -$356K | 0.04% | 214 |
|
|
2022
Q2 | $629K | Buy |
+7,869
| New | +$629K | 0.12% | 134 |
|