Meritage Portfolio 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 | $651K | Sell |
3,757
-605
| -14% | -$105K | 0.04% | 224 |
|
|
2025
Q1 | $613K | Hold |
4,362
| – | – | 0.04% | 225 |
|
|
2024
Q4 | $696K | Hold |
4,362
| – | – | 0.04% | 221 |
|
|
2024
Q3 | $661K | Hold |
4,362
| – | – | 0.04% | 231 |
|
|
2024
Q2 | $656K | Hold |
4,362
| – | – | 0.04% | 226 |
|
|
2024
Q1 | $589K | Hold |
4,362
| – | – | 0.04% | 235 |
|
|
2023
Q4 | $535K | Sell |
4,362
-1,018
| -19% | -$125K | 0.04% | 245 |
|
|
2023
Q3 | $564K | Hold |
5,380
| – | – | 0.04% | 229 |
|
|
2023
Q2 | $586K | Hold |
5,380
| – | – | 0.04% | 229 |
|
|
2023
Q1 | $499K | Hold |
5,380
| – | – | 0.04% | 209 |
|
|
2022
Q4 | $401K | Hold |
5,380
| – | – | 0.03% | 226 |
|
|
2022
Q3 | $395K | Hold |
5,380
| – | – | 0.03% | 227 |
|
|
2022
Q2 | $430K | Hold |
5,380
| – | – | 0.03% | 224 |
|
|
2022
Q1 | $554K | Hold |
5,380
| – | – | 0.03% | 219 |
|
|
2021
Q4 | $618K | Hold |
5,380
| – | – | 0.04% | 211 |
|
|
2021
Q3 | $545K | Hold |
5,380
| – | – | 0.03% | 213 |
|
|
2021
Q2 | $535K | Hold |
5,380
| – | – | 0.03% | 222 |
|
|
2021
Q1 | $472K | Hold |
5,380
| – | – | 0.03% | 218 |
|
|
2020
Q4 | $458K | Hold |
5,380
| – | – | 0.03% | 211 |
|
|
2020
Q3 | $405K | Buy |
+5,380
| New | +$405K | 0.04% | 197 |
|