Occidental Asset Management’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
Q2 | $832K | Sell |
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|
2025
Q1 | $677K | Sell |
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|
2024
Q4 | $773K | Hold |
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|
2024
Q3 | $735K | Sell |
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|
2024
Q2 | $732K | Sell |
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|
2024
Q1 | $670K | Sell |
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|
2023
Q4 | $701K | Buy |
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|
2023
Q3 | $580K | Sell |
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|
2023
Q2 | $652K | Sell |
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|
2023
Q1 | $659K | Sell |
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|
2022
Q4 | $539K | Sell |
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|
2022
Q3 | $2.42M | Buy |
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|
2022
Q2 | $1.92M | Buy |
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|
2022
Q1 | $1.38M | Sell |
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|
2021
Q4 | $1.68M | Sell |
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|
2021
Q3 | $1.52M | Sell |
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|
2021
Q2 | $1.68M | Buy |
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|
2021
Q1 | $1.31M | Sell |
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|
2020
Q4 | $1.27M | Buy |
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