Oxford Financial 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 | $208K | Hold |
1,200
| – | – | 0.01% | 207 |
|
|
2025
Q1 | $169K | Hold |
1,200
| – | – | 0.01% | 214 |
|
|
2024
Q4 | $191K | Hold |
1,200
| – | – | 0.01% | 242 |
|
|
2024
Q3 | $182K | Hold |
1,200
| – | – | 0.01% | 242 |
|
|
2024
Q2 | $181K | Hold |
1,200
| – | – | 0.01% | 258 |
|
|
2024
Q1 | $162K | Sell |
1,200
-321
| -21% | -$43.4K | 0.01% | 224 |
|
|
2023
Q4 | $187K | Buy |
1,521
+1,237
| +436% | +$152K | 0.01% | 231 |
|
|
2023
Q3 | $29.8K | Hold |
284
| – | – | ﹤0.01% | 246 |
|
|
2023
Q2 | $30.9K | Hold |
284
| – | – | ﹤0.01% | 267 |
|
|
2023
Q1 | $26.4K | Buy |
+284
| New | +$26.4K | ﹤0.01% | 230 |
|
|
2022
Q2 | – | Sell |
-200
| Closed | -$21K | – | 280 |
|
|
2022
Q1 | $21K | Hold |
200
| – | – | ﹤0.01% | 237 |
|
|
2021
Q4 | $23K | Buy |
+200
| New | +$23K | ﹤0.01% | 249 |
|