Oliver Lagore Vanvalin Investment Group’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 | $185K | Buy |
+1,314
| New | +$185K | 0.07% | 137 |
|
|
2024
Q4 | $212K | Sell |
1,329
-110
| -8% | -$17.5K | 0.05% | 118 |
|
|
2024
Q3 | $218K | Sell |
1,439
-294
| -17% | -$44.6K | 0.06% | 115 |
|
|
2024
Q2 | $261K | Sell |
1,733
-141
| -8% | -$21.2K | 0.07% | 104 |
|
|
2024
Q1 | $253K | Sell |
1,874
-184
| -9% | -$24.8K | 0.07% | 112 |
|
|
2023
Q4 | $253K | Buy |
2,058
+339
| +20% | +$41.6K | 0.09% | 99 |
|
|
2023
Q3 | $180K | Sell |
1,719
-1,801
| -51% | -$189K | 0.07% | 120 |
|
|
2023
Q2 | $383K | Buy |
3,520
+348
| +11% | +$37.9K | 0.14% | 97 |
|
|
2023
Q1 | $294K | Buy |
3,172
+1,049
| +49% | +$97.3K | 0.13% | 73 |
|
|
2022
Q4 | $158K | Buy |
2,123
+2,108
| +14,053% | +$157K | 0.09% | 100 |
|
|
2022
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 585 |
|
|
2022
Q2 | $1K | Sell |
15
-25
| -63% | -$1.67K | ﹤0.01% | 560 |
|
|
2022
Q1 | $6K | Buy |
+40
| New | +$6K | ﹤0.01% | 393 |
|