Oak Harbor Wealth Partners’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $77.2K | Hold |
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|
2025
Q2 | $68.3K | Hold |
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2025
Q1 | $55.3K | Hold |
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|
2024
Q4 | $62.9K | Hold |
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|
2024
Q3 | $59.7K | Hold |
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|
2024
Q2 | $59.3K | Hold |
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|
2024
Q1 | $53.2K | Hold |
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|
2023
Q4 | $48.4K | Sell |
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|
2023
Q3 | $46.6K | Hold |
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|
2023
Q2 | $48.3K | Hold |
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|
2023
Q1 | $41.2K | Hold |
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|
2022
Q4 | $33.1K | Hold |
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|
2022
Q3 | $33K | Hold |
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|
2022
Q2 | $35K | Hold |
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|
2022
Q1 | $46K | Sell |
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|
2021
Q4 | $106K | Buy |
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