One Charles Private Wealth Services’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 | $373K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $334K | Sell |
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|
2024
Q3 | $573K | Sell |
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|
2024
Q2 | $892K | Buy |
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|
2024
Q1 | $529K | Hold |
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|
2023
Q4 | $481K | Hold |
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|
2023
Q3 | $411K | Hold |
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|
2023
Q2 | $427K | Hold |
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|
2023
Q1 | $364K | Hold |
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|
2022
Q4 | $292K | Buy |
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