Newton One Investments’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 | $82.8K | Hold |
478
| – | – | 0.03% | 55 |
|
|
2025
Q1 | $67.1K | Hold |
478
| – | – | 0.02% | 56 |
|
|
2024
Q4 | $76.2K | Buy |
+478
| New | +$76.2K | 0.03% | 58 |
|
|
2024
Q3 | – | Sell |
-477
| Closed | -$71.8K | – | 74 |
|
|
2024
Q2 | $71.8K | Hold |
477
| – | – | 0.03% | 57 |
|
|
2024
Q1 | $64.4K | Buy |
477
+1
| +0.2% | +$135 | 0.03% | 60 |
|
|
2023
Q4 | $58.5K | Hold |
476
| – | – | 0.03% | 62 |
|
|
2023
Q3 | $49.9K | Hold |
476
| – | – | 0.03% | 67 |
|
|
2023
Q2 | $51.8K | Hold |
476
| – | – | 0.03% | 65 |
|
|
2023
Q1 | $44.1K | Buy |
476
+1
| +0.2% | +$93 | 0.03% | 66 |
|
|
2022
Q4 | $35.4K | Sell |
475
-475
| -50% | -$35.4K | 0.02% | 72 |
|
|
2022
Q3 | $70K | Hold |
950
| – | – | 0.05% | 59 |
|
|
2022
Q2 | $76K | Hold |
950
| – | – | 0.06% | 58 |
|
|
2022
Q1 | $98K | Hold |
950
| – | – | 0.07% | 54 |
|
|
2021
Q4 | $109K | Hold |
950
| – | – | 0.08% | 52 |
|
|
2021
Q3 | $96K | Hold |
950
| – | – | 0.07% | 54 |
|
|
2021
Q2 | $94K | Buy |
+950
| New | +$94K | 0.07% | 56 |
|