Montz Harcus 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 | $2.03M | Buy |
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|
2025
Q2 | $1.8M | Buy |
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|
2025
Q1 | $1.46M | Sell |
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|
2024
Q4 | $1.79M | Sell |
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|
2024
Q3 | $1.98M | Buy |
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|
2024
Q2 | $1.96M | Buy |
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|
2024
Q1 | $1.76M | Buy |
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|
2023
Q4 | $1.6M | Buy |
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|
2023
Q3 | $1.37M | Hold |
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|
2023
Q2 | $1.42M | Buy |
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|
2023
Q1 | $1.21M | Buy |
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|
2022
Q4 | $968K | Buy |
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|
2022
Q3 | $951K | Buy |
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|
2022
Q2 | $1.03M | Buy |
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|
2022
Q1 | $1.33M | Buy |
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|
2021
Q4 | $1.48M | Buy |
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