Madden Advisory Services’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 | $343K | Sell |
1,978
-44
| -2% | -$7.62K | 0.15% | 83 |
|
|
2025
Q1 | $284K | Hold |
2,022
| – | – | 0.13% | 87 |
|
|
2024
Q4 | $323K | Hold |
2,022
| – | – | 0.15% | 82 |
|
|
2024
Q3 | $307K | Sell |
2,022
-252
| -11% | -$38.2K | 0.14% | 85 |
|
|
2024
Q2 | $342K | Hold |
2,274
| – | – | 0.17% | 76 |
|
|
2024
Q1 | $307K | Hold |
2,274
| – | – | 0.16% | 76 |
|
|
2023
Q4 | $279K | Sell |
2,274
-57
| -2% | -$7K | 0.16% | 76 |
|
|
2023
Q3 | $245K | Sell |
2,331
-300
| -11% | -$31.5K | 0.15% | 74 |
|
|
2023
Q2 | $286K | Hold |
2,631
| – | – | 0.19% | 71 |
|
|
2023
Q1 | $244K | Buy |
+2,631
| New | +$244K | 0.17% | 75 |
|
|
2022
Q3 | – | Sell |
-2,631
| Closed | -$210K | – | 78 |
|
|
2022
Q2 | $210K | Hold |
2,631
| – | – | 0.16% | 77 |
|
|
2022
Q1 | $271K | Hold |
2,631
| – | – | 0.18% | 63 |
|
|
2021
Q4 | $302K | Sell |
2,631
-384
| -13% | -$44.1K | 0.2% | 63 |
|
|
2021
Q3 | $305K | Sell |
3,015
-95
| -3% | -$9.61K | 0.22% | 64 |
|
|
2021
Q2 | $309K | Sell |
3,110
-22
| -0.7% | -$2.19K | 0.23% | 59 |
|
|
2021
Q1 | $275K | Hold |
3,132
| – | – | 0.22% | 59 |
|
|
2020
Q4 | $266K | Hold |
3,132
| – | – | 0.22% | 61 |
|
|
2020
Q3 | $235K | Hold |
3,132
| – | – | 0.22% | 65 |
|
|
2020
Q2 | $211K | Sell |
3,132
-29,316
| -90% | -$1.97M | 0.22% | 65 |
|
|
2020
Q1 | $1.66M | Buy |
32,448
+2,708
| +9% | +$138K | 1.15% | 26 |
|
|
2019
Q4 | $1.73M | Hold |
29,740
| – | – | 1.13% | 29 |
|
|
2019
Q3 | $1.52M | Hold |
29,740
| – | – | 1.08% | 31 |
|
|
2019
Q2 | $1.47M | Sell |
29,740
-6,144
| -17% | -$304K | 0.92% | 34 |
|
|
2019
Q1 | $1.71M | Hold |
35,884
| – | – | 0.92% | 36 |
|
|
2018
Q4 | $1.43M | Hold |
35,884
| – | – | 0.87% | 38 |
|
|
2018
Q3 | $1.74M | Hold |
35,884
| – | – | 1.05% | 32 |
|
|
2018
Q2 | $1.6M | Hold |
35,884
| – | – | 1.02% | 32 |
|
|
2018
Q1 | $1.51M | Sell |
35,884
-2,332
| -6% | -$98.1K | 0.92% | 32 |
|
|
2017
Q4 | $1.56M | Hold |
38,216
| – | – | 0.94% | 33 |
|
|
2017
Q3 | $1.43M | Hold |
38,216
| – | – | 0.91% | 32 |
|
|
2017
Q2 | $1.33M | Sell |
38,216
-284
| -0.7% | -$9.91K | 0.88% | 32 |
|
|
2017
Q1 | $1.3M | Hold |
38,500
| – | – | 0.84% | 33 |
|
|
2016
Q4 | $1.16M | Hold |
38,500
| – | – | 0.78% | 39 |
|
|
2016
Q3 | $1.15M | Hold |
38,500
| – | – | 0.7% | 44 |
|
|
2016
Q2 | $1.01M | Hold |
38,500
| – | – | 0.63% | 47 |
|
|
2016
Q1 | $1.04M | Hold |
38,500
| – | – | 0.68% | 45 |
|
|
2015
Q4 | $1.03M | Hold |
38,500
| – | – | 0.68% | 45 |
|
|
2015
Q3 | $951K | Hold |
38,500
| – | – | 0.62% | 45 |
|
|
2015
Q2 | $1.01M | Sell |
38,500
-548
| -1% | -$14.3K | 0.6% | 52 |
|
|
2015
Q1 | $1.03M | Hold |
39,048
| – | – | 0.62% | 52 |
|
|
2014
Q4 | $1.02M | Hold |
39,048
| – | – | 0.58% | 53 |
|
|
2014
Q3 | $984K | Buy |
39,048
+548
| +1% | +$13.8K | 0.51% | 54 |
|
|
2014
Q2 | $932K | Hold |
38,500
| – | – | 0.47% | 57 |
|
|
2014
Q1 | $876K | Buy |
38,500
+16,280
| +73% | +$370K | 0.48% | 54 |
|
|
2013
Q4 | $491K | Buy |
+22,220
| New | +$491K | 0.37% | 57 |
|