MMBG Investment 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 | $4.17M | Hold |
24,053
| – | – | 0.41% | 47 |
|
|
2025
Q1 | $3.38M | Hold |
24,053
| – | – | 0.38% | 48 |
|
|
2024
Q4 | $3.84M | Sell |
24,053
-24,830
| -51% | -$3.96M | 0.41% | 45 |
|
|
2024
Q3 | $7.41M | Hold |
48,883
| – | – | 0.77% | 30 |
|
|
2024
Q2 | $7.36M | Sell |
48,883
-10,667
| -18% | -$1.61M | 0.79% | 26 |
|
|
2024
Q1 | $8.04M | Sell |
59,550
-2,740
| -4% | -$370K | 0.85% | 26 |
|
|
2023
Q4 | $7.65M | Hold |
62,290
| – | – | 0.9% | 26 |
|
|
2023
Q3 | $6.54M | Hold |
62,290
| – | – | 0.82% | 26 |
|
|
2023
Q2 | $6.69M | Hold |
62,290
| – | – | 0.81% | 28 |
|
|
2023
Q1 | $5.78M | Hold |
62,290
| – | – | 0.73% | 30 |
|
|
2022
Q4 | $4.64M | Hold |
62,290
| – | – | 0.61% | 42 |
|
|
2022
Q3 | $4.57M | Hold |
62,290
| – | – | 0.61% | 41 |
|
|
2022
Q2 | $4.98M | Sell |
62,290
-1,960
| -3% | -$157K | 0.62% | 40 |
|
|
2022
Q1 | $6.62M | Buy |
64,250
+32,000
| +99% | +$3.3M | 0.69% | 33 |
|
|
2021
Q4 | $3.7M | Buy |
+32,250
| New | +$3.7M | 0.36% | 54 |
|