Lantz Financial’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 | $2.19M | Sell |
12,663
-1,243
| -9% | -$215K | 0.55% | 50 |
|
|
2025
Q1 | $1.95M | Buy |
13,906
+353
| +3% | +$49.6K | 0.53% | 55 |
|
|
2024
Q4 | $2.16M | Sell |
13,553
-582
| -4% | -$92.8K | 0.58% | 52 |
|
|
2024
Q3 | $2.14M | Sell |
14,135
-479
| -3% | -$72.6K | 0.58% | 50 |
|
|
2024
Q2 | $2.2M | Buy |
14,614
+581
| +4% | +$87.4K | 0.68% | 41 |
|
|
2024
Q1 | $1.9M | Buy |
14,033
+2,031
| +17% | +$274K | 0.61% | 53 |
|
|
2023
Q4 | $1.47M | Buy |
12,002
+2,907
| +32% | +$357K | 0.53% | 59 |
|
|
2023
Q3 | $954K | Sell |
9,095
-7,168
| -44% | -$752K | 0.38% | 73 |
|
|
2023
Q2 | $1.77M | Buy |
16,263
+687
| +4% | +$74.8K | 0.69% | 41 |
|
|
2023
Q1 | $1.45M | Buy |
15,576
+4,202
| +37% | +$390K | 0.6% | 52 |
|
|
2022
Q4 | $847K | Buy |
+11,374
| New | +$847K | 0.39% | 69 |
|