Meritage Portfolio Management’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
Q3 | $736K | Hold |
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|
2025
Q2 | $651K | Sell |
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|
2025
Q1 | $613K | Hold |
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|
2024
Q4 | $696K | Hold |
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|
2024
Q3 | $661K | Hold |
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|
2024
Q2 | $656K | Hold |
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|
2024
Q1 | $589K | Hold |
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|
2023
Q4 | $535K | Sell |
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|
2023
Q3 | $564K | Hold |
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|
2023
Q2 | $586K | Hold |
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|
2023
Q1 | $499K | Hold |
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|
2022
Q4 | $401K | Hold |
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|
2022
Q3 | $395K | Hold |
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|
2022
Q2 | $430K | Hold |
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|
2022
Q1 | $554K | Hold |
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|
2021
Q4 | $618K | Hold |
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|
2021
Q3 | $545K | Hold |
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|
2021
Q2 | $535K | Hold |
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|
2021
Q1 | $472K | Hold |
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|
2020
Q4 | $458K | Hold |
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|
2020
Q3 | $405K | Buy |
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