KNW
Kesler Norman & Wride’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $710K | Sell |
4,101
-1,487
| -27% | -$257K | 0.13% | 169 |
|
|
2025
Q1 | $785K | Buy |
5,588
+400
| +8% | +$56.2K | 0.15% | 148 |
|
|
2024
Q4 | $828K | Buy |
5,188
+1,164
| +29% | +$186K | 0.18% | 117 |
|
|
2024
Q3 | $610K | Sell |
4,024
-831
| -17% | -$126K | 0.12% | 145 |
|
|
2024
Q2 | $731K | Sell |
4,855
-333
| -6% | -$50.1K | 0.16% | 115 |
|
|
2024
Q1 | $701K | Sell |
5,188
-2,269
| -30% | -$306K | 0.15% | 116 |
|
|
2023
Q4 | $915K | Sell |
7,457
-491
| -6% | -$60.3K | 0.21% | 106 |
|
|
2023
Q3 | $834K | Buy |
7,948
+269
| +4% | +$28.2K | 0.21% | 111 |
|
|
2023
Q2 | $836K | Sell |
7,679
-141
| -2% | -$15.4K | 0.2% | 105 |
|
|
2023
Q1 | $726K | Sell |
7,820
-5,125
| -40% | -$476K | 0.18% | 114 |
|
|
2022
Q4 | $964K | Sell |
12,945
-30,863
| -70% | -$2.3M | 0.25% | 104 |
|
|
2022
Q3 | $3.21M | Buy |
43,808
+1,630
| +4% | +$120K | 0.9% | 48 |
|
|
2022
Q2 | $3.37M | Sell |
42,178
-29,958
| -42% | -$2.4M | 0.94% | 40 |
|
|
2022
Q1 | $7.43M | Buy |
72,136
+1,630
| +2% | +$168K | 1.65% | 14 |
|
|
2021
Q4 | $8.1M | Buy |
70,506
+1,557
| +2% | +$179K | 1.71% | 14 |
|
|
2021
Q3 | $6.98M | Buy |
68,949
+4,482
| +7% | +$454K | 1.65% | 15 |
|
|
2021
Q2 | $6.65M | Sell |
64,467
-11,925
| -16% | -$1.23M | 1.53% | 14 |
|
|
2021
Q1 | $6.7M | Buy |
76,392
+1,387
| +2% | +$122K | 1.66% | 20 |
|
|
2020
Q4 | $6.38M | Buy |
+75,005
| New | +$6.38M | 1.78% | 16 |
|