Modera Wealth 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 | $823K | Buy |
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|
2025
Q2 | $687K | Sell |
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|
2025
Q1 | $563K | Buy |
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|
2024
Q4 | $636K | Sell |
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|
2024
Q3 | $606K | Buy |
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|
2024
Q2 | $600K | Hold |
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|
2024
Q1 | $539K | Buy |
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|
2023
Q4 | $465K | Sell |
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|
2023
Q3 | $435K | Sell |
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|
2023
Q2 | $480K | Buy |
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|
2023
Q1 | $216K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $202K | Sell |
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|
2022
Q1 | $277K | Buy |
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|
2021
Q4 | $290K | Hold |
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|
2021
Q3 | $256K | Hold |
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|
2021
Q2 | $251K | Hold |
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|
2021
Q1 | $221K | Hold |
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|
2020
Q4 | $216K | Buy |
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