Oxford Financial Group’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 | $235K | Hold |
|
|||||
|
2025
Q2 | $208K | Hold |
|
|||||
|
2025
Q1 | $169K | Hold |
|
|||||
|
2024
Q4 | $191K | Hold |
|
|||||
|
2024
Q3 | $182K | Hold |
|
|||||
|
2024
Q2 | $181K | Hold |
|
|||||
|
2024
Q1 | $162K | Sell |
|
|||||
|
2023
Q4 | $187K | Buy |
|
|||||
|
2023
Q3 | $29.8K | Hold |
|
|||||
|
2023
Q2 | $30.9K | Hold |
|
|||||
|
2023
Q1 | $26.4K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $21K | Hold |
|
|||||
|
2021
Q4 | $23K | Buy |
|