L.J. Altfest & Co’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $423K | Hold |
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|
2025
Q4 | $465K | Hold |
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|
2025
Q3 | $456K | Hold |
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|
2025
Q2 | $404K | Hold |
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|
2025
Q1 | $327K | Hold |
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|
2024
Q4 | $372K | Hold |
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|
2024
Q3 | $353K | Hold |
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|
2024
Q2 | $351K | Hold |
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|
2024
Q1 | $315K | Hold |
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|
2023
Q4 | $286K | Hold |
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|
2023
Q3 | $244K | Hold |
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|
2023
Q2 | $254K | Sell |
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|
2023
Q1 | $260K | Hold |
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|
2022
Q4 | $209K | Hold |
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|
2022
Q3 | $205K | Hold |
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|
2022
Q2 | $224K | Hold |
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|
2022
Q1 | $289K | Hold |
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|
2021
Q4 | $321K | Hold |
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|
2021
Q3 | $284K | Hold |
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|
2021
Q2 | $278K | Hold |
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|
2021
Q1 | $246K | Hold |
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|
2020
Q4 | $238K | Hold |
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|
2020
Q3 | $211K | Buy |
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