Midwest Heritage Bank’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 | $339K | Buy |
1,954
+35
| +2% | +$6.07K | 0.13% | 42 |
|
|
2025
Q1 | $270K | Sell |
1,919
-101
| -5% | -$14.2K | 0.11% | 47 |
|
|
2024
Q4 | $322K | Sell |
2,020
-565
| -22% | -$90.1K | 0.15% | 42 |
|
|
2024
Q3 | $392K | Buy |
2,585
+271
| +12% | +$41.1K | 0.18% | 39 |
|
|
2024
Q2 | $348K | Sell |
2,314
-255
| -10% | -$38.4K | 0.18% | 40 |
|
|
2024
Q1 | $347K | Buy |
2,569
+526
| +26% | +$71.1K | 0.18% | 42 |
|
|
2023
Q4 | $251K | Buy |
2,043
+54
| +3% | +$6.63K | 0.17% | 45 |
|
|
2023
Q3 | $209K | Buy |
+1,989
| New | +$209K | 0.16% | 51 |
|
|
2022
Q3 | – | Sell |
-2,699
| Closed | -$216K | – | 66 |
|
|
2022
Q2 | $216K | Sell |
2,699
-402
| -13% | -$32.2K | 0.2% | 60 |
|
|
2022
Q1 | $320K | Buy |
+3,101
| New | +$320K | 0.25% | 48 |
|