Kiley Juergens 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,188
| Closed | -$759K | – | 75 |
|
|
2022
Q4 | $759K | Sell |
10,188
-1,956
| -16% | -$146K | 0.32% | 54 |
|
|
2022
Q3 | $891K | Hold |
12,144
| – | – | 0.42% | 46 |
|
|
2022
Q2 | $970K | Buy |
+12,144
| New | +$970K | 0.46% | 43 |
|
|
2022
Q1 | – | Sell |
-12,144
| Closed | -$1.39M | – | 61 |
|
|
2021
Q4 | $1.39M | Sell |
12,144
-1,000
| -8% | -$115K | 0.53% | 35 |
|
|
2021
Q3 | $1.33M | Hold |
13,144
| – | – | 0.58% | 33 |
|
|
2021
Q2 | $1.31M | Hold |
13,144
| – | – | 0.6% | 33 |
|
|
2021
Q1 | $1.15M | Hold |
13,144
| – | – | 0.6% | 34 |
|
|
2020
Q4 | $1.12M | Buy |
+13,144
| New | +$1.12M | 0.66% | 29 |
|