Keystone Financial Services (Colorado)’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 | $6.41M | Sell |
37,013
-10,021
| -21% | -$1.74M | 2.18% | 12 |
|
|
2025
Q1 | $6.61M | Buy |
47,034
+1,244
| +3% | +$175K | 2.52% | 9 |
|
|
2024
Q4 | $7.3M | Buy |
45,790
+474
| +1% | +$75.6K | 2.8% | 9 |
|
|
2024
Q3 | $6.87M | Sell |
45,316
-8,155
| -15% | -$1.24M | 2.66% | 10 |
|
|
2024
Q2 | $8.05M | Buy |
53,471
+1,092
| +2% | +$164K | 3.33% | 8 |
|
|
2024
Q1 | $7.07M | Buy |
52,379
+3,384
| +7% | +$457K | 3.09% | 9 |
|
|
2023
Q4 | $6.01M | Buy |
48,995
+14,105
| +40% | +$1.73M | 2.84% | 7 |
|
|
2023
Q3 | $3.66M | Sell |
34,890
-40,523
| -54% | -$4.25M | 1.94% | 12 |
|
|
2023
Q2 | $8.21M | Sell |
75,413
-41
| -0.1% | -$4.46K | 4.19% | 8 |
|
|
2023
Q1 | $7M | Buy |
75,454
+15,683
| +26% | +$1.46M | 3.75% | 10 |
|
|
2022
Q4 | $4.94M | Buy |
59,771
+2,904
| +5% | +$240K | 2.66% | 8 |
|
|
2022
Q3 | $4.23M | Buy |
+56,867
| New | +$4.23M | 2.46% | 8 |
|