Madrona Financial 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
Q1 | – | Sell |
-33,675
| Closed | -$5.37M | – | 113 |
|
2024
Q4 | $5.37M | Buy |
33,675
+1,897
| +6% | +$303K | 1.46% | 15 |
|
2024
Q3 | $4.82M | Buy |
31,778
+1,285
| +4% | +$195K | 1.34% | 22 |
|
2024
Q2 | $4.59M | Buy |
30,493
+4,862
| +19% | +$732K | 1.41% | 21 |
|
2024
Q1 | $3.46M | Buy |
25,631
+1,559
| +6% | +$211K | 1.21% | 22 |
|
2023
Q4 | $2.95M | Buy |
24,072
+7,233
| +43% | +$888K | 1.17% | 21 |
|
2023
Q3 | $1.77M | Buy |
16,839
+9,712
| +136% | +$1.02M | 0.81% | 29 |
|
2023
Q2 | $776K | Buy |
+7,127
| New | +$776K | 0.38% | 47 |
|