Newbridge Financial Services Group’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 | $206K | Buy |
1,188
+70
| +6% | +$12.1K | 0.03% | 285 |
|
|
2025
Q1 | $157K | Sell |
1,118
-261
| -19% | -$36.7K | 0.04% | 216 |
|
|
2024
Q4 | $220K | Buy |
+1,379
| New | +$220K | 0.06% | 198 |
|
|
2024
Q3 | – | Sell |
-1,821
| Closed | -$274K | – | 892 |
|
|
2024
Q2 | $274K | Buy |
1,821
+184
| +11% | +$27.7K | 0.1% | 143 |
|
|
2024
Q1 | $221K | Buy |
1,637
+1,238
| +310% | +$167K | 0.1% | 174 |
|
|
2023
Q4 | $48.9K | Buy |
399
+1
| +0.3% | +$123 | 0.02% | 395 |
|
|
2023
Q3 | $41.8K | Sell |
398
-168
| -30% | -$17.6K | 0.02% | 453 |
|
|
2023
Q2 | $61.6K | Hold |
566
| – | – | 0.03% | 411 |
|
|
2023
Q1 | $52.5K | Hold |
566
| – | – | 0.03% | 454 |
|
|
2022
Q4 | $42.2K | Buy |
566
+1
| +0.2% | +$74 | 0.02% | 504 |
|
|
2022
Q3 | $41K | Hold |
565
| – | – | 0.02% | 504 |
|
|
2022
Q2 | $45K | Hold |
565
| – | – | 0.03% | 423 |
|
|
2022
Q1 | $58K | Buy |
565
+104
| +23% | +$10.7K | 0.03% | 439 |
|
|
2021
Q4 | $53K | Hold |
461
| – | – | 0.03% | 448 |
|
|
2021
Q3 | $47K | Hold |
461
| – | – | 0.03% | 430 |
|
|
2021
Q2 | $46K | Buy |
461
+253
| +122% | +$25.2K | 0.03% | 468 |
|
|
2021
Q1 | $18K | Hold |
208
| – | – | 0.01% | 717 |
|
|
2020
Q4 | $18K | Hold |
208
| – | – | 0.01% | 569 |
|
|
2020
Q3 | $16K | Buy |
+208
| New | +$16K | 0.02% | 559 |
|