Oak Harbor Wealth Partners’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 | $68.3K | Hold |
394
| – | – | 0.02% | 210 |
|
|
2025
Q1 | $55.3K | Hold |
394
| – | – | 0.02% | 217 |
|
|
2024
Q4 | $62.9K | Hold |
394
| – | – | 0.02% | 192 |
|
|
2024
Q3 | $59.7K | Hold |
394
| – | – | 0.02% | 186 |
|
|
2024
Q2 | $59.3K | Hold |
394
| – | – | 0.02% | 184 |
|
|
2024
Q1 | $53.2K | Hold |
394
| – | – | 0.02% | 192 |
|
|
2023
Q4 | $48.4K | Sell |
394
-50
| -11% | -$6.14K | 0.02% | 191 |
|
|
2023
Q3 | $46.6K | Hold |
444
| – | – | 0.02% | 186 |
|
|
2023
Q2 | $48.3K | Hold |
444
| – | – | 0.02% | 193 |
|
|
2023
Q1 | $41.2K | Hold |
444
| – | – | 0.02% | 189 |
|
|
2022
Q4 | $33.1K | Hold |
444
| – | – | 0.01% | 189 |
|
|
2022
Q3 | $33K | Hold |
444
| – | – | 0.01% | 180 |
|
|
2022
Q2 | $35K | Hold |
444
| – | – | 0.01% | 182 |
|
|
2022
Q1 | $46K | Sell |
444
-480
| -52% | -$49.7K | 0.02% | 191 |
|
|
2021
Q4 | $106K | Buy |
+924
| New | +$106K | 0.04% | 184 |
|