Novak & Powell Financial Services’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 | $328K | Hold |
1,894
| – | – | 0.23% | 95 |
|
|
2025
Q1 | $266K | Hold |
1,894
| – | – | 0.17% | 120 |
|
|
2024
Q4 | $302K | Hold |
1,894
| – | – | 0.18% | 105 |
|
|
2024
Q3 | $287K | Hold |
1,894
| – | – | 0.17% | 113 |
|
|
2024
Q2 | $285K | Hold |
1,894
| – | – | 0.18% | 107 |
|
|
2024
Q1 | $256K | Buy |
1,894
+134
| +8% | +$18.1K | 0.19% | 111 |
|
|
2023
Q4 | $216K | Buy |
+1,760
| New | +$216K | 0.14% | 130 |
|