Nikulski Financial’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 | $1.48M | Sell |
8,565
-2,574
| -23% | -$446K | 0.41% | 60 |
|
2025
Q1 | $1.56M | Buy |
11,139
+45
| +0.4% | +$6.32K | 0.47% | 58 |
|
2024
Q4 | $1.77M | Buy |
11,094
+1,299
| +13% | +$207K | 0.52% | 55 |
|
2024
Q3 | $1.49M | Sell |
9,795
-1,172
| -11% | -$178K | 0.44% | 58 |
|
2024
Q2 | $1.65M | Hold |
10,967
| – | – | 0.53% | 51 |
|
2024
Q1 | $1.48M | Buy |
10,967
+2,263
| +26% | +$306K | 0.49% | 56 |
|
2023
Q4 | $1.07M | Sell |
8,704
-609
| -7% | -$74.8K | 0.39% | 62 |
|
2023
Q3 | $977K | Buy |
9,313
+854
| +10% | +$89.6K | 0.4% | 63 |
|
2023
Q2 | $921K | Buy |
8,459
+4
| +0% | +$435 | 0.38% | 65 |
|
2023
Q1 | $785K | Hold |
8,455
| – | – | 0.35% | 67 |
|
2022
Q4 | $630K | Buy |
8,455
+1,258
| +17% | +$93.7K | 0.3% | 77 |
|
2022
Q3 | $528K | Buy |
7,197
+12
| +0.2% | +$880 | 0.27% | 80 |
|
2022
Q2 | $574K | Sell |
7,185
-2,377
| -25% | -$190K | 0.28% | 79 |
|
2022
Q1 | $985K | Sell |
9,562
-648
| -6% | -$66.8K | 0.42% | 61 |
|
2021
Q4 | $1.17M | Sell |
10,210
-1,159
| -10% | -$133K | 0.49% | 53 |
|
2021
Q3 | $1.15M | Buy |
11,369
+973
| +9% | +$98.5K | 0.53% | 58 |
|
2021
Q2 | $1.06M | Sell |
10,396
-616
| -6% | -$62.6K | 0.49% | 53 |
|
2021
Q1 | $966K | Sell |
11,012
-2,332
| -17% | -$205K | 0.5% | 52 |
|
2020
Q4 | $1.14M | Buy |
13,344
+1,600
| +14% | +$136K | 0.62% | 42 |
|
2020
Q3 | $884K | Buy |
11,744
+1,344
| +13% | +$101K | 0.56% | 44 |
|
2020
Q2 | $701K | Buy |
10,400
+1,588
| +18% | +$107K | 0.49% | 45 |
|
2020
Q1 | $450K | Buy |
+8,812
| New | +$450K | 0.39% | 52 |
|