Keystone Wealth Services’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 | $2.44M | Buy |
14,098
+94
| +0.7% | +$16.3K | 0.59% | 41 |
|
|
2025
Q1 | $1.97M | Sell |
14,004
-952
| -6% | -$134K | 0.53% | 41 |
|
|
2024
Q4 | $2.39M | Buy |
14,956
+2
| +0% | +$319 | 0.63% | 35 |
|
|
2024
Q3 | $2.27M | Buy |
14,954
+635
| +4% | +$96.3K | 0.63% | 35 |
|
|
2024
Q2 | $2.15M | Buy |
14,319
+1,065
| +8% | +$160K | 0.67% | 36 |
|
|
2024
Q1 | $1.79M | Sell |
13,254
-154
| -1% | -$20.8K | 0.58% | 44 |
|
|
2023
Q4 | $1.65M | Sell |
13,408
-2,864
| -18% | -$352K | 0.56% | 42 |
|
|
2023
Q3 | $1.71M | Sell |
16,272
-2,447
| -13% | -$257K | 0.65% | 37 |
|
|
2023
Q2 | $2.04M | Buy |
18,719
+3,945
| +27% | +$430K | 0.76% | 30 |
|
|
2023
Q1 | $1.37M | Buy |
14,774
+1,713
| +13% | +$159K | 0.56% | 39 |
|
|
2022
Q4 | $973K | Buy |
+13,061
| New | +$973K | 0.42% | 55 |
|