Kingsview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $827K | Buy |
4,771
+1,061
| +29% | +$184K | 0.01% | 634 |
|
|
2025
Q1 | $521K | Buy |
3,710
+1,447
| +64% | +$203K | 0.01% | 713 |
|
|
2024
Q4 | $361K | Buy |
2,263
+244
| +12% | +$38.9K | 0.01% | 837 |
|
|
2024
Q3 | $306K | Sell |
2,019
-1,026
| -34% | -$156K | 0.01% | 880 |
|
|
2024
Q2 | $458K | Sell |
3,045
-107
| -3% | -$16.1K | 0.01% | 714 |
|
|
2024
Q1 | $426K | Buy |
3,152
+1,269
| +67% | +$171K | 0.01% | 708 |
|
|
2023
Q4 | $231K | Sell |
1,883
-9,166
| -83% | -$1.13M | 0.01% | 851 |
|
|
2023
Q3 | $1.16M | Buy |
+11,049
| New | +$1.16M | 0.04% | 401 |
|