Marcum Wealth’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.37M | Sell |
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|
2024
Q4 | $1.63M | Sell |
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|
2024
Q3 | $1.55M | Sell |
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|
2024
Q2 | $1.59M | Sell |
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|
2024
Q1 | $1.46M | Buy |
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|
2023
Q4 | $1.25M | Sell |
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|
2023
Q3 | $1.2M | Sell |
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|
2023
Q2 | $1.33M | Sell |
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|
2023
Q1 | $1.16M | Sell |
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|
2022
Q4 | $1.49M | Sell |
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|
2022
Q3 | $1.71M | Buy |
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|
2022
Q2 | $1.6M | Buy |
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|
2022
Q1 | $1.93M | Sell |
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|
2021
Q4 | $2.15M | Buy |
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|
2021
Q3 | $1.9M | Buy |
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|
2021
Q2 | $1.84M | Sell |
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|
2021
Q1 | $1.68M | Buy |
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|
2020
Q4 | $288K | Buy |
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|
2020
Q3 | $255K | Sell |
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|
2020
Q2 | $237K | Buy |
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