OCM
One Capital Management’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Sell |
1,824
-2,692
| -60% | -$466K | 0.01% | 403 |
|
|
2025
Q1 | $634K | Hold |
4,516
| – | – | 0.02% | 263 |
|
|
2024
Q4 | $720K | Sell |
4,516
-30,033
| -87% | -$4.79M | 0.02% | 233 |
|
|
2024
Q3 | $5.24M | Buy |
34,549
+3,774
| +12% | +$572K | 0.17% | 118 |
|
|
2024
Q2 | $4.63M | Buy |
30,775
+356
| +1% | +$53.6K | 0.16% | 122 |
|
|
2024
Q1 | $4.11M | Sell |
30,419
-78
| -0.3% | -$10.5K | 0.15% | 119 |
|
|
2023
Q4 | $3.74M | Sell |
30,497
-3,891
| -11% | -$478K | 0.15% | 123 |
|
|
2023
Q3 | $3.61M | Buy |
34,388
+22,982
| +201% | +$2.41M | 0.16% | 118 |
|
|
2023
Q2 | $1.24M | Buy |
+11,406
| New | +$1.24M | 0.06% | 164 |
|