Laird Norton Wetherby Wealth Management’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,400
| Closed | -$323K | – | 914 |
|
|
2022
Q3 | $323K | Hold |
4,400
| – | – | 0.02% | 630 |
|
|
2022
Q2 | $352K | Hold |
4,400
| – | – | 0.02% | 624 |
|
|
2022
Q1 | $453K | Buy |
4,400
+137
| +3% | +$14.1K | 0.03% | 553 |
|
|
2021
Q4 | $489K | Hold |
4,263
| – | – | 0.03% | 529 |
|
|
2021
Q3 | $432K | Buy |
4,263
+263
| +7% | +$26.7K | 0.03% | 546 |
|
|
2021
Q2 | $398K | Hold |
4,000
| – | – | 0.02% | 594 |
|
|
2021
Q1 | $351K | Sell |
4,000
-2,076
| -34% | -$182K | 0.03% | 549 |
|
|
2020
Q4 | $516K | Buy |
6,076
+76
| +1% | +$6.45K | 0.04% | 448 |
|
|
2020
Q3 | $452K | Hold |
6,000
| – | – | 0.04% | 403 |
|
|
2020
Q2 | $405K | Hold |
6,000
| – | – | 0.04% | 413 |
|
|
2020
Q1 | $307K | Hold |
6,000
| – | – | 0.03% | 444 |
|
|
2019
Q4 | $349K | Hold |
6,000
| – | – | 0.03% | 493 |
|
|
2019
Q3 | $306K | Hold |
6,000
| – | – | 0.03% | 540 |
|
|
2019
Q2 | $297K | Hold |
6,000
| – | – | 0.03% | 537 |
|
|
2019
Q1 | $286K | Hold |
6,000
| – | – | 0.04% | 527 |
|
|
2018
Q4 | $240K | Hold |
6,000
| – | – | 0.03% | 531 |
|
|
2018
Q3 | $291K | Hold |
6,000
| – | – | 0.04% | 504 |
|
|
2018
Q2 | $267K | Hold |
6,000
| – | – | 0.04% | 507 |
|
|
2018
Q1 | $252K | Hold |
6,000
| – | – | 0.03% | 526 |
|
|
2017
Q4 | $244K | Buy |
6,000
+2,000
| +50% | +$81.3K | 0.03% | 521 |
|
|
2017
Q3 | $150K | Buy |
+4,000
| New | +$150K | 0.02% | 589 |
|