Lane & Associates’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 | $2.32M | Buy |
16,514
+513
| +3% | +$72K | 1.25% | 24 |
|
|
2024
Q4 | $2.55M | Buy |
16,001
+1,526
| +11% | +$244K | 1.32% | 20 |
|
|
2024
Q3 | $2.19M | Buy |
14,475
+7,270
| +101% | +$1.1M | 1.2% | 24 |
|
|
2024
Q2 | $1.08M | Buy |
7,205
+314
| +5% | +$47.3K | 0.64% | 38 |
|
|
2024
Q1 | $931K | Buy |
6,891
+131
| +2% | +$17.7K | 0.59% | 43 |
|
|
2023
Q4 | $830K | Buy |
6,760
+471
| +7% | +$57.8K | 0.6% | 42 |
|
|
2023
Q3 | $660K | Sell |
6,289
-3,314
| -35% | -$348K | 0.53% | 43 |
|
|
2023
Q2 | $1.05M | Buy |
9,603
+3,365
| +54% | +$366K | 0.83% | 33 |
|
|
2023
Q1 | $579K | Buy |
+6,238
| New | +$579K | 0.52% | 44 |
|