Marcum Wealth’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 | $1.37M | Sell |
9,787
-421
| -4% | -$59.1K | 0.12% | 87 |
|
|
2024
Q4 | $1.63M | Sell |
10,208
-18
| -0.2% | -$2.87K | 0.14% | 77 |
|
|
2024
Q3 | $1.55M | Sell |
10,226
-318
| -3% | -$48.2K | 0.14% | 73 |
|
|
2024
Q2 | $1.59M | Sell |
10,544
-293
| -3% | -$44.1K | 0.16% | 68 |
|
|
2024
Q1 | $1.46M | Buy |
10,837
+683
| +7% | +$92.2K | 0.15% | 75 |
|
|
2023
Q4 | $1.25M | Sell |
10,154
-1,273
| -11% | -$156K | 0.13% | 83 |
|
|
2023
Q3 | $1.2M | Sell |
11,427
-768
| -6% | -$80.6K | 0.14% | 79 |
|
|
2023
Q2 | $1.33M | Sell |
12,195
-292
| -2% | -$31.8K | 0.16% | 72 |
|
|
2023
Q1 | $1.16M | Sell |
12,487
-7,562
| -38% | -$702K | 0.14% | 81 |
|
|
2022
Q4 | $1.49M | Sell |
20,049
-3,199
| -14% | -$238K | 0.2% | 58 |
|
|
2022
Q3 | $1.71M | Buy |
23,248
+3,221
| +16% | +$236K | 0.26% | 44 |
|
|
2022
Q2 | $1.6M | Buy |
20,027
+1,324
| +7% | +$106K | 0.24% | 54 |
|
|
2022
Q1 | $1.93M | Sell |
18,703
-43
| -0.2% | -$4.43K | 0.27% | 44 |
|
|
2021
Q4 | $2.15M | Buy |
18,746
+10
| +0.1% | +$1.15K | 0.3% | 40 |
|
|
2021
Q3 | $1.9M | Buy |
18,736
+220
| +1% | +$22.3K | 0.3% | 43 |
|
|
2021
Q2 | $1.84M | Sell |
18,516
-662
| -3% | -$65.8K | 0.3% | 39 |
|
|
2021
Q1 | $1.68M | Buy |
19,178
+15,791
| +466% | +$1.38M | 0.28% | 45 |
|
|
2020
Q4 | $288K | Buy |
3,387
+3
| +0.1% | +$255 | 0.07% | 106 |
|
|
2020
Q3 | $255K | Sell |
3,384
-136
| -4% | -$10.2K | 0.08% | 95 |
|
|
2020
Q2 | $237K | Buy |
+3,520
| New | +$237K | 0.07% | 98 |
|