Montz Harcus 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 | $1.8M | Buy |
10,386
+6
| +0.1% | +$1.04K | 0.87% | 20 |
|
|
2025
Q1 | $1.46M | Sell |
10,380
-824
| -7% | -$116K | 0.8% | 22 |
|
|
2024
Q4 | $1.79M | Sell |
11,204
-1,851
| -14% | -$295K | 1% | 19 |
|
|
2024
Q3 | $1.98M | Buy |
13,055
+9
| +0.1% | +$1.37K | 1.16% | 16 |
|
|
2024
Q2 | $1.96M | Buy |
13,046
+7
| +0.1% | +$1.05K | 1.27% | 16 |
|
|
2024
Q1 | $1.76M | Buy |
13,039
+8
| +0.1% | +$1.08K | 1.19% | 15 |
|
|
2023
Q4 | $1.6M | Buy |
13,031
+18
| +0.1% | +$2.21K | 1.22% | 15 |
|
|
2023
Q3 | $1.37M | Hold |
13,013
| – | – | 1.17% | 16 |
|
|
2023
Q2 | $1.42M | Buy |
13,013
+8
| +0.1% | +$871 | 1.17% | 14 |
|
|
2023
Q1 | $1.21M | Buy |
13,005
+15
| +0.1% | +$1.39K | 1.12% | 16 |
|
|
2022
Q4 | $968K | Buy |
12,990
+25
| +0.2% | +$1.86K | 0.96% | 17 |
|
|
2022
Q3 | $951K | Buy |
12,965
+20
| +0.2% | +$1.47K | 1.05% | 16 |
|
|
2022
Q2 | $1.04M | Buy |
12,945
+12
| +0.1% | +$959 | 1.09% | 16 |
|
|
2022
Q1 | $1.33M | Buy |
12,933
+5
| +0% | +$515 | 1.2% | 15 |
|
|
2021
Q4 | $1.48M | Buy |
+12,928
| New | +$1.48M | 1.3% | 16 |
|