Larson Financial Group’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 | $242K | Buy |
1,397
+99
| +8% | +$17.2K | 0.01% | 621 |
|
|
2025
Q1 | $182K | Buy |
1,298
+310
| +31% | +$43.5K | 0.01% | 636 |
|
|
2024
Q4 | $158K | Buy |
988
+4
| +0.4% | +$638 | 0.01% | 624 |
|
|
2024
Q3 | $149K | Hold |
984
| – | – | 0.01% | 631 |
|
|
2024
Q2 | $148K | Buy |
984
+816
| +486% | +$123K | 0.01% | 548 |
|
|
2024
Q1 | $22.7K | Hold |
168
| – | – | ﹤0.01% | 861 |
|
|
2023
Q4 | $20.6K | Hold |
168
| – | – | ﹤0.01% | 846 |
|
|
2023
Q3 | $17.6K | Hold |
168
| – | – | ﹤0.01% | 849 |
|
|
2023
Q2 | $18.3K | Hold |
168
| – | – | ﹤0.01% | 764 |
|
|
2023
Q1 | $15.6K | Hold |
168
| – | – | ﹤0.01% | 812 |
|
|
2022
Q4 | $12.5K | Hold |
168
| – | – | ﹤0.01% | 794 |
|
|
2022
Q3 | $12K | Hold |
168
| – | – | ﹤0.01% | 746 |
|
|
2022
Q2 | $13K | Hold |
168
| – | – | ﹤0.01% | 641 |
|
|
2022
Q1 | $17K | Hold |
168
| – | – | ﹤0.01% | 554 |
|
|
2021
Q4 | $19K | Buy |
+168
| New | +$19K | ﹤0.01% | 554 |
|