Key Financial Inc’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 | $342K | Buy |
1,976
+200
| +11% | +$34.7K | 0.07% | 207 |
|
|
2025
Q1 | $249K | Hold |
1,776
| – | – | 0.05% | 228 |
|
|
2024
Q4 | $283K | Hold |
1,776
| – | – | 0.06% | 208 |
|
|
2024
Q3 | $269K | Sell |
1,776
-219
| -11% | -$33.2K | 0.06% | 214 |
|
|
2024
Q2 | $300K | Hold |
1,995
| – | – | 0.07% | 194 |
|
|
2024
Q1 | $269K | Hold |
1,995
| – | – | 0.07% | 200 |
|
|
2023
Q4 | $245K | Hold |
1,995
| – | – | 0.07% | 192 |
|
|
2023
Q3 | $209K | Buy |
1,995
+219
| +12% | +$23K | 0.07% | 193 |
|
|
2023
Q2 | $193K | Hold |
1,776
| – | – | 0.06% | 213 |
|
|
2023
Q1 | $165K | Buy |
1,776
+300
| +20% | +$27.8K | 0.06% | 223 |
|
|
2022
Q4 | $108K | Hold |
1,476
| – | – | 0.05% | 234 |
|
|
2022
Q3 | $108K | Sell |
1,476
-300
| -17% | -$22K | 0.05% | 238 |
|
|
2022
Q2 | $142K | Buy |
1,776
+600
| +51% | +$48K | 0.08% | 198 |
|
|
2022
Q1 | $121K | Hold |
1,176
| – | – | 0.06% | 221 |
|
|
2021
Q4 | $135K | Hold |
1,176
| – | – | 0.07% | 193 |
|
|
2021
Q3 | $119K | Hold |
1,176
| – | – | 0.07% | 197 |
|
|
2021
Q2 | $121K | Hold |
1,176
| – | – | 0.07% | 200 |
|
|
2021
Q1 | $103K | Buy |
1,176
+232
| +25% | +$20.3K | 0.07% | 189 |
|
|
2020
Q4 | $80K | Buy |
+944
| New | +$80K | 0.06% | 203 |
|
|
2020
Q2 | – | Sell |
-944
| Closed | -$49K | – | 373 |
|
|
2020
Q1 | $49K | Buy |
+944
| New | +$49K | 0.05% | 216 |
|