Morton Brown Family Wealth’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 | – | Sell |
-18
| Closed | -$2.53K | – | 332 |
|
|
2025
Q1 | $2.53K | Hold |
18
| – | – | ﹤0.01% | 268 |
|
|
2024
Q4 | $2.87K | Hold |
18
| – | – | ﹤0.01% | 220 |
|
|
2024
Q3 | $2.73K | Buy |
+18
| New | +$2.73K | ﹤0.01% | 217 |
|
|
2024
Q1 | – | Sell |
-600
| Closed | -$73.7K | – | 264 |
|
|
2023
Q4 | $73.7K | Buy |
+600
| New | +$73.7K | 0.03% | 82 |
|
|
2023
Q2 | – | Sell |
-10
| Closed | -$928 | – | 245 |
|
|
2023
Q1 | $928 | Buy |
+10
| New | +$928 | ﹤0.01% | 271 |
|
|
2022
Q2 | – | Sell |
-600
| Closed | -$62K | – | 288 |
|
|
2022
Q1 | $62K | Buy |
+600
| New | +$62K | 0.05% | 64 |
|