MV Capital Management’s iShares US Technology ETF IYW Stock Holding History

MV Capital Management’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$347K	Hold	2,000	–	–	0.04%	138
2025 Q1	$281K	Sell	2,000 -1,554	-44%	-$218K	0.03%	148
2024 Q4	$567K	Hold	3,554	–	–	0.06%	111
2024 Q3	$539K	Sell	3,554 -350	-9%	-$53.1K	0.06%	112
2024 Q2	$588K	Sell	3,904 -300	-7%	-$45.2K	0.07%	106
2024 Q1	$568K	Sell	4,204 -500	-11%	-$67.5K	0.07%	111
2023 Q4	$577K	Hold	4,704	–	–	0.07%	105
2023 Q3	$494K	Hold	4,704	–	–	0.07%	112
2023 Q2	$512K	Hold	4,704	–	–	0.07%	109
2023 Q1	$437K	Hold	4,704	–	–	0.06%	113
2022 Q4	$350K	Hold	4,704	–	–	0.05%	106
2022 Q3	$345K	Hold	4,704	–	–	0.06%	103
2022 Q2	$376K	Hold	4,704	–	–	0.06%	106
2022 Q1	$485K	Sell	4,704 -284	-6%	-$29.3K	0.07%	99
2021 Q4	$573K	Hold	4,988	–	–	0.08%	92
2021 Q3	$505K	Hold	4,988	–	–	0.08%	96
2021 Q2	$496K	Hold	4,988	–	–	0.08%	95
2021 Q1	$437K	Hold	4,988	–	–	0.08%	91
2020 Q4	$424K	Hold	4,988	–	–	0.08%	87
2020 Q3	$375K	Hold	4,988	–	–	0.08%	78
2020 Q2	$336K	Hold	4,988	–	–	0.08%	81
2020 Q1	$255K	Hold	4,988	–	–	0.07%	87
2019 Q4	$290K	Hold	4,988	–	–	0.06%	93
2019 Q3	$255K	Hold	4,988	–	–	0.06%	98
2019 Q2	$247K	Hold	4,988	–	–	0.06%	97
2019 Q1	$238K	Sell	4,988 -1,116	-18%	-$53.2K	0.06%	94
2018 Q4	$244K	Hold	6,104	–	–	0.07%	85
2018 Q3	$296K	Hold	6,104	–	–	0.07%	75
2018 Q2	$272K	Hold	6,104	–	–	0.07%	76
2018 Q1	$257K	Hold	6,104	–	–	0.07%	79
2017 Q4	$248K	Buy	6,104 +4,320	+242%	+$176K	0.07%	80
2017 Q3	$67K	Hold	1,784	–	–	0.02%	151
2017 Q2	$62K	Hold	1,784	–	–	0.02%	150
2017 Q1	$60K	Hold	1,784	–	–	0.02%	151
2016 Q4	$54K	Hold	1,784	–	–	0.02%	152
2016 Q3	$53K	Hold	1,784	–	–	0.02%	147
2016 Q2	$47K	Hold	1,784	–	–	0.02%	155
2016 Q1	$48K	Hold	1,784	–	–	0.02%	152
2015 Q4	$48K	Hold	1,784	–	–	0.02%	160
2015 Q3	$44K	Hold	1,784	–	–	0.02%	152
2015 Q2	$47K	Hold	1,784	–	–	0.02%	181
2015 Q1	$47K	Hold	1,784	–	–	0.02%	173
2014 Q4	$47K	Buy	+1,784	New	+$47K	0.02%	165