Montag & Associates’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 | $1.11M | Sell |
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|
2025
Q2 | $1.02M | Buy |
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|
2025
Q1 | $820K | Hold |
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|
2024
Q4 | $931K | Hold |
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|
2024
Q3 | $885K | Sell |
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|
2024
Q2 | $901K | Hold |
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|
2024
Q1 | $808K | Sell |
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|
2023
Q4 | $745K | Sell |
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|
2023
Q3 | $655K | Sell |
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|
2023
Q2 | $689K | Sell |
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|
2023
Q1 | $590K | Sell |
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|
2022
Q4 | $483K | Sell |
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|
2022
Q3 | $592K | Sell |
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|
2022
Q2 | $655K | Sell |
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|
2022
Q1 | $1.2M | Sell |
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|
2021
Q4 | $1.4M | Sell |
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|
2021
Q3 | $1.26M | Buy |
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|
2021
Q2 | $1.13M | Sell |
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|
2021
Q1 | $1.02M | Sell |
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|
2020
Q4 | $1.01M | Sell |
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|
2020
Q3 | $1.21M | Buy |
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|
2020
Q2 | $789K | Buy |
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|
2020
Q1 | $567K | Sell |
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|
2019
Q4 | $657K | Buy |
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|
2019
Q3 | $518K | Sell |
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|
2019
Q2 | $548K | Sell |
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|
2019
Q1 | $737K | Buy |
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|
2018
Q4 | $595K | Buy |
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|
2018
Q3 | $279K | Buy |
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