Leeward Financial Partners’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 | $2.68M | Hold |
15,452
| – | – | 0.85% | 37 |
|
|
2025
Q1 | $2.17M | Buy |
15,452
+150
| +1% | +$21.1K | 0.81% | 40 |
|
|
2024
Q4 | $2.44M | Hold |
15,302
| – | – | 0.87% | 36 |
|
|
2024
Q3 | $2.32M | Hold |
15,302
| – | – | 0.88% | 36 |
|
|
2024
Q2 | $2.3M | Hold |
15,302
| – | – | 0.94% | 35 |
|
|
2024
Q1 | $2.07M | Hold |
15,302
| – | – | 0.87% | 35 |
|
|
2023
Q4 | $1.88M | Hold |
15,302
| – | – | 0.91% | 38 |
|
|
2023
Q3 | $1.61M | Sell |
15,302
-120
| -0.8% | -$12.6K | 0.89% | 37 |
|
|
2023
Q2 | $1.68M | Hold |
15,422
| – | – | 0.97% | 40 |
|
|
2023
Q1 | $1.43M | Buy |
15,422
+120
| +0.8% | +$11.1K | 0.88% | 40 |
|
|
2022
Q4 | $1.14M | Sell |
15,302
-2,410
| -14% | -$180K | 0.79% | 43 |
|
|
2022
Q3 | $1.3M | Sell |
17,712
-1,243
| -7% | -$91.2K | 0.93% | 39 |
|
|
2022
Q2 | $1.52M | Sell |
18,955
-26,641
| -58% | -$2.13M | 1.04% | 37 |
|
|
2022
Q1 | $4.7M | Buy |
45,596
+740
| +2% | +$76.2K | 2.9% | 10 |
|
|
2021
Q4 | $5.15M | Buy |
+44,856
| New | +$5.15M | 3.22% | 8 |
|