L.J. Altfest & Co’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 | $404K | Hold |
2,330
| – | – | 0.05% | 244 |
|
|
2025
Q1 | $327K | Hold |
2,330
| – | – | 0.04% | 261 |
|
|
2024
Q4 | $372K | Hold |
2,330
| – | – | 0.05% | 246 |
|
|
2024
Q3 | $353K | Hold |
2,330
| – | – | 0.05% | 256 |
|
|
2024
Q2 | $351K | Hold |
2,330
| – | – | 0.05% | 233 |
|
|
2024
Q1 | $315K | Hold |
2,330
| – | – | 0.04% | 253 |
|
|
2023
Q4 | $286K | Hold |
2,330
| – | – | 0.04% | 257 |
|
|
2023
Q3 | $244K | Hold |
2,330
| – | – | 0.04% | 266 |
|
|
2023
Q2 | $254K | Sell |
2,330
-470
| -17% | -$51.2K | 0.04% | 261 |
|
|
2023
Q1 | $260K | Hold |
2,800
| – | – | 0.04% | 244 |
|
|
2022
Q4 | $209K | Hold |
2,800
| – | – | 0.03% | 244 |
|
|
2022
Q3 | $205K | Hold |
2,800
| – | – | 0.04% | 248 |
|
|
2022
Q2 | $224K | Hold |
2,800
| – | – | 0.04% | 230 |
|
|
2022
Q1 | $289K | Hold |
2,800
| – | – | 0.05% | 209 |
|
|
2021
Q4 | $321K | Hold |
2,800
| – | – | 0.06% | 201 |
|
|
2021
Q3 | $284K | Hold |
2,800
| – | – | 0.06% | 211 |
|
|
2021
Q2 | $278K | Hold |
2,800
| – | – | 0.06% | 218 |
|
|
2021
Q1 | $246K | Hold |
2,800
| – | – | 0.06% | 232 |
|
|
2020
Q4 | $238K | Hold |
2,800
| – | – | 0.06% | 227 |
|
|
2020
Q3 | $211K | Buy |
+2,800
| New | +$211K | 0.06% | 207 |
|