Leavell Investment Management’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 | $443K | Hold |
2,556
| – | – | 0.02% | 428 |
|
|
2025
Q1 | $359K | Sell |
2,556
-45
| -2% | -$6.32K | 0.02% | 441 |
|
|
2024
Q4 | $415K | Sell |
2,601
-21
| -0.8% | -$3.35K | 0.02% | 404 |
|
|
2024
Q3 | $398K | Buy |
2,622
+21
| +0.8% | +$3.18K | 0.02% | 427 |
|
|
2024
Q2 | $391K | Hold |
2,601
| – | – | 0.02% | 394 |
|
|
2024
Q1 | $351K | Sell |
2,601
-20
| -0.8% | -$2.7K | 0.02% | 402 |
|
|
2023
Q4 | $322K | Buy |
2,621
+35
| +1% | +$4.3K | 0.02% | 392 |
|
|
2023
Q3 | $272K | Hold |
2,586
| – | – | 0.02% | 407 |
|
|
2023
Q2 | $282K | Buy |
2,586
+180
| +7% | +$19.6K | 0.02% | 404 |
|
|
2023
Q1 | $223K | Buy |
+2,406
| New | +$223K | 0.02% | 430 |
|
|
2022
Q2 | – | Sell |
-2,446
| Closed | -$252K | – | 437 |
|
|
2022
Q1 | $252K | Buy |
2,446
+90
| +4% | +$9.27K | 0.02% | 387 |
|
|
2021
Q4 | $271K | Hold |
2,356
| – | – | 0.02% | 392 |
|
|
2021
Q3 | $239K | Sell |
2,356
-80
| -3% | -$8.12K | 0.02% | 374 |
|
|
2021
Q2 | $214K | Hold |
2,436
| – | – | 0.02% | 383 |
|
|
2021
Q1 | $214K | Hold |
2,436
| – | – | 0.02% | 383 |
|
|
2020
Q4 | $207K | Buy |
+2,436
| New | +$207K | 0.02% | 367 |
|