Meridian Wealth Management’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 | $4.42M | Buy |
25,511
+179
| +0.7% | +$31K | 0.19% | 110 |
|
|
2025
Q1 | $3.56M | Sell |
25,332
-689
| -3% | -$96.8K | 0.17% | 133 |
|
|
2024
Q4 | $4.15M | Buy |
26,021
+10,218
| +65% | +$1.63M | 0.2% | 108 |
|
|
2024
Q3 | $2.4M | Buy |
+15,803
| New | +$2.4M | 0.12% | 169 |
|
|
2024
Q2 | – | Sell |
-9,258
| Closed | -$1.25M | – | 432 |
|
|
2024
Q1 | $1.25M | Sell |
9,258
-408
| -4% | -$55.1K | 0.21% | 80 |
|
|
2023
Q4 | $1.19M | Sell |
9,666
-7,898
| -45% | -$970K | 0.08% | 233 |
|
|
2023
Q3 | $1.84M | Buy |
17,564
+8,691
| +98% | +$912K | 0.11% | 164 |
|
|
2023
Q2 | $966K | Buy |
8,873
+1,451
| +20% | +$158K | 0.08% | 210 |
|
|
2023
Q1 | $689K | Sell |
7,422
-68
| -0.9% | -$6.31K | 0.06% | 263 |
|
|
2022
Q4 | $558K | Buy |
7,490
+348
| +5% | +$25.9K | 0.05% | 289 |
|
|
2022
Q3 | $524K | Buy |
7,142
+818
| +13% | +$60K | 0.06% | 268 |
|
|
2022
Q2 | $506K | Buy |
6,324
+3,881
| +159% | +$311K | 0.04% | 345 |
|
|
2022
Q1 | $252K | Buy |
2,443
+30
| +1% | +$3.1K | 0.03% | 339 |
|
|
2021
Q4 | $277K | Sell |
2,413
-1
| -0% | -$115 | 0.03% | 332 |
|
|
2021
Q3 | $244K | Sell |
2,414
-2
| -0.1% | -$202 | 0.03% | 342 |
|
|
2021
Q2 | $240K | Buy |
+2,416
| New | +$240K | 0.03% | 340 |
|