Morningstar Investment Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-26,312
| Closed | -$3.97M | – | 266 |
|
|
2024
Q3 | $3.97M | Buy |
26,312
+6,720
| +34% | +$1.01M | 0.04% | 148 |
|
|
2024
Q2 | $2.96M | Buy |
19,592
+5,837
| +42% | +$882K | 0.03% | 150 |
|
|
2024
Q1 | $1.86M | Sell |
13,755
-2,943
| -18% | -$398K | 0.02% | 164 |
|
|
2023
Q4 | $2.06M | Buy |
16,698
+13,849
| +486% | +$1.71M | 0.01% | 186 |
|
|
2023
Q3 | $298K | Buy |
+2,849
| New | +$298K | ﹤0.01% | 245 |
|