Laidlaw 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
Q1 | – | Sell |
-22,403
| Closed | -$3.57M | – | 109 |
|
|
2024
Q4 | $3.57M | Hold |
22,403
| – | – | 1.56% | 13 |
|
|
2024
Q3 | $3.4M | Sell |
22,403
-234
| -1% | -$35.5K | 1.68% | 12 |
|
|
2024
Q2 | $3.41M | Sell |
22,637
-512
| -2% | -$77.1K | 1.87% | 10 |
|
|
2024
Q1 | $3.13M | Sell |
23,149
-128
| -0.5% | -$17.3K | 1.74% | 11 |
|
|
2023
Q4 | $2.86M | Buy |
23,277
+8
| +0% | +$982 | 1.04% | 22 |
|
|
2023
Q3 | $2.44M | Sell |
23,269
-7,244
| -24% | -$760K | 0.81% | 29 |
|
|
2023
Q2 | $3.32M | Sell |
30,513
-1,079
| -3% | -$117K | 0.65% | 37 |
|
|
2023
Q1 | $2.93M | Buy |
31,592
+271
| +0.9% | +$25.2K | 0.6% | 42 |
|
|
2022
Q4 | $2.33M | Buy |
31,321
+24,708
| +374% | +$1.84M | 0.5% | 53 |
|
|
2022
Q3 | $485K | Sell |
6,613
-6,336
| -49% | -$465K | 0.11% | 177 |
|
|
2022
Q2 | $1.04M | Sell |
12,949
-8,216
| -39% | -$657K | 0.21% | 122 |
|
|
2022
Q1 | $2.18M | Sell |
21,165
-9,069
| -30% | -$935K | 0.36% | 72 |
|
|
2021
Q4 | $3.47M | Buy |
+30,234
| New | +$3.47M | 0.55% | 47 |
|
|
2021
Q1 | – | Sell |
-46,179
| Closed | -$3.93M | – | 293 |
|
|
2020
Q4 | $3.93M | Buy |
46,179
+42,739
| +1,242% | +$3.64M | 0.83% | 19 |
|
|
2020
Q3 | $259K | Buy |
+3,440
| New | +$259K | 0.12% | 172 |
|