Old North State Wealth 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
Q3 | $688K | Buy |
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|
2025
Q2 | $572K | Sell |
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|
2025
Q1 | $472K | Sell |
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|
2024
Q4 | $541K | Sell |
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|
2024
Q3 | $514K | Buy |
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|
2024
Q2 | $494K | Sell |
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|
2024
Q1 | $469K | Buy |
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|
2023
Q4 | $323K | Buy |
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|
2023
Q3 | $275K | Buy |
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|
2023
Q2 | $275K | Buy |
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|
2023
Q1 | $222K | Buy |
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