Laird Norton Wetherby Wealth Management’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
2022
Q4
Sell
-4,400
Closed -$323K 931
2022
Q3
$323K Hold
4,400
0.02% 632
2022
Q2
$352K Hold
4,400
0.02% 625
2022
Q1
$453K Buy
4,400
+137
+3% +$14K 0.03% 554
2021
Q4
$489K Hold
4,263
0.03% 535
2021
Q3
$432K Buy
4,263
+263
+7% +$27.4K 0.03% 555
2021
Q2
$398K Hold
4,000
0.02% 601
2021
Q1
$351K Sell
4,000
-2,076
-34% -$182K 0.03% 549
2020
Q4
$516K Buy
6,076
+76
+1% +$6.07K 0.04% 451
2020
Q3
$452K Hold
6,000
0.04% 404
2020
Q2
$405K Hold
6,000
0.04% 413
2020
Q1
$307K Hold
6,000
0.03% 445
2019
Q4
$349K Hold
6,000
0.03% 494
2019
Q3
$306K Hold
6,000
0.03% 541
2019
Q2
$297K Hold
6,000
0.03% 538
2019
Q1
$286K Hold
6,000
0.04% 529
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% +$80.1K 0.03% 521
2017
Q3
$150K Buy
+4,000
New +$147K 0.02% 589

Other funds holding IYW