Modera 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 | $687K | Sell |
3,966
-46
| -1% | -$7.97K | 0.01% | 386 |
|
|
2025
Q1 | $563K | Buy |
4,012
+23
| +0.6% | +$3.23K | 0.01% | 409 |
|
|
2024
Q4 | $636K | Sell |
3,989
-7
| -0.2% | -$1.12K | 0.01% | 390 |
|
|
2024
Q3 | $606K | Buy |
3,996
+7
| +0.2% | +$1.06K | 0.01% | 382 |
|
|
2024
Q2 | $600K | Hold |
3,989
| – | – | 0.01% | 366 |
|
|
2024
Q1 | $539K | Buy |
3,989
+202
| +5% | +$27.3K | 0.01% | 380 |
|
|
2023
Q4 | $465K | Sell |
3,787
-361
| -9% | -$44.3K | 0.01% | 385 |
|
|
2023
Q3 | $435K | Sell |
4,148
-258
| -6% | -$27.1K | 0.01% | 380 |
|
|
2023
Q2 | $480K | Buy |
4,406
+2,078
| +89% | +$226K | 0.01% | 386 |
|
|
2023
Q1 | $216K | Buy |
+2,328
| New | +$216K | 0.01% | 327 |
|
|
2022
Q3 | – | Sell |
-2,529
| Closed | -$202K | – | 330 |
|
|
2022
Q2 | $202K | Sell |
2,529
-160
| -6% | -$12.8K | 0.01% | 321 |
|
|
2022
Q1 | $277K | Buy |
2,689
+160
| +6% | +$16.5K | 0.01% | 295 |
|
|
2021
Q4 | $290K | Hold |
2,529
| – | – | 0.01% | 427 |
|
|
2021
Q3 | $256K | Hold |
2,529
| – | – | 0.01% | 231 |
|
|
2021
Q2 | $251K | Hold |
2,529
| – | – | 0.01% | 202 |
|
|
2021
Q1 | $221K | Hold |
2,529
| – | – | 0.01% | 207 |
|
|
2020
Q4 | $216K | Buy |
+2,529
| New | +$216K | 0.02% | 217 |
|