Lake Street Private Wealth’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 | $1.66M | Sell |
9,592
-100
| -1% | -$17.3K | 0.24% | 84 |
|
|
2025
Q1 | $1.36M | Hold |
9,692
| – | – | 0.22% | 90 |
|
|
2024
Q4 | $1.55M | Sell |
9,692
-12
| -0.1% | -$1.91K | 0.25% | 81 |
|
|
2024
Q3 | $1.47M | Sell |
9,704
-335
| -3% | -$50.8K | 0.24% | 91 |
|
|
2024
Q2 | $1.51M | Sell |
10,039
-24
| -0.2% | -$3.61K | 0.2% | 114 |
|
|
2024
Q1 | $1.36M | Buy |
10,063
+140
| +1% | +$18.9K | 0.19% | 126 |
|
|
2023
Q4 | $1.22M | Buy |
9,923
+321
| +3% | +$39.4K | 0.19% | 118 |
|
|
2023
Q3 | $1.01M | Sell |
9,602
-284
| -3% | -$29.7K | 0.18% | 122 |
|
|
2023
Q2 | $1.08M | Sell |
9,886
-16
| -0.2% | -$1.74K | 0.19% | 122 |
|
|
2023
Q1 | $919K | Sell |
9,902
-421
| -4% | -$39.1K | 0.17% | 133 |
|
|
2022
Q4 | $769K | Buy |
10,323
+191
| +2% | +$14.2K | 0.16% | 143 |
|
|
2022
Q3 | $743K | Sell |
10,132
-165
| -2% | -$12.1K | 0.17% | 132 |
|
|
2022
Q2 | $823K | Sell |
10,297
-1,286
| -11% | -$103K | 0.17% | 124 |
|
|
2022
Q1 | $1.19M | Sell |
11,583
-37
| -0.3% | -$3.81K | 0.21% | 113 |
|
|
2021
Q4 | $1.33M | Sell |
11,620
-60
| -0.5% | -$6.89K | 0.23% | 105 |
|
|
2021
Q3 | $1.18M | Buy |
11,680
+81
| +0.7% | +$8.2K | 0.29% | 90 |
|
|
2021
Q2 | $1.15M | Sell |
11,599
-930
| -7% | -$92.5K | 0.29% | 90 |
|
|
2021
Q1 | $1.1M | Sell |
12,529
-367
| -3% | -$32.2K | 0.3% | 87 |
|
|
2020
Q4 | $1.1M | Buy |
12,896
+188
| +1% | +$16K | 0.32% | 82 |
|
|
2020
Q3 | $956K | Buy |
12,708
+116
| +0.9% | +$8.73K | 0.32% | 75 |
|
|
2020
Q2 | $849K | Buy |
12,592
+8
| +0.1% | +$539 | 0.31% | 80 |
|
|
2020
Q1 | $643K | Buy |
12,584
+228
| +2% | +$11.7K | 0.29% | 80 |
|
|
2019
Q4 | $719K | Buy |
12,356
+1,228
| +11% | +$71.5K | 0.28% | 91 |
|
|
2019
Q3 | $568K | Buy |
11,128
+616
| +6% | +$31.4K | 0.26% | 89 |
|
|
2019
Q2 | $520K | Buy |
+10,512
| New | +$520K | 0.31% | 74 |
|