Market Street Wealth Management Advisors’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 | $2.04M | Sell |
11,773
-201
| -2% | -$34.8K | 0.33% | 38 |
|
|
2025
Q1 | $1.68M | Sell |
11,974
-1,133
| -9% | -$159K | 0.29% | 40 |
|
|
2024
Q4 | $2.09M | Sell |
13,107
-767
| -6% | -$122K | 0.35% | 36 |
|
|
2024
Q3 | $2.1M | Sell |
13,874
-77
| -0.6% | -$11.7K | 0.35% | 36 |
|
|
2024
Q2 | $2.1M | Sell |
13,951
-766
| -5% | -$115K | 0.36% | 35 |
|
|
2024
Q1 | $1.99M | Sell |
14,717
-1,085
| -7% | -$147K | 0.35% | 36 |
|
|
2023
Q4 | $1.94M | Sell |
15,802
-41,798
| -73% | -$5.13M | 0.41% | 36 |
|
|
2023
Q3 | $6.04M | Sell |
57,600
-55,894
| -49% | -$5.86M | 1.55% | 17 |
|
|
2023
Q2 | $12.4M | Buy |
113,494
+1,610
| +1% | +$175K | 3.14% | 12 |
|
|
2023
Q1 | $10.4M | Buy |
111,884
+40,391
| +56% | +$3.75M | 2.73% | 12 |
|
|
2022
Q4 | $5.33M | Buy |
+71,493
| New | +$5.33M | 1.54% | 15 |
|