Oxinas Partners Wealth Management’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 | $595K | Buy |
3,435
+2
| +0.1% | +$347 | 0.31% | 70 |
|
2025
Q1 | $482K | Buy |
3,433
+7
| +0.2% | +$983 | 0.28% | 75 |
|
2024
Q4 | $547K | Buy |
3,426
+1
| +0% | +$160 | 0.32% | 71 |
|
2024
Q3 | $519K | Buy |
3,425
+2
| +0.1% | +$303 | 0.32% | 71 |
|
2024
Q2 | $515K | Buy |
3,423
+102
| +3% | +$15.3K | 0.34% | 69 |
|
2024
Q1 | $449K | Buy |
3,321
+2
| +0.1% | +$270 | 0.29% | 71 |
|
2023
Q4 | $407K | Sell |
3,319
-21
| -0.6% | -$2.58K | 0.29% | 72 |
|
2023
Q3 | $350K | Hold |
3,340
| – | – | 0.26% | 72 |
|
2023
Q2 | $364K | Buy |
3,340
+2
| +0.1% | +$218 | 0.24% | 82 |
|
2023
Q1 | $310K | Sell |
3,338
-841
| -20% | -$78.1K | 0.22% | 78 |
|
2022
Q4 | $311K | Sell |
4,179
-525
| -11% | -$39.1K | 0.26% | 67 |
|
2022
Q3 | $345K | Hold |
4,704
| – | – | 0.29% | 66 |
|
2022
Q2 | $376K | Sell |
4,704
-624
| -12% | -$49.9K | 0.29% | 66 |
|
2022
Q1 | $549K | Buy |
5,328
+16
| +0.3% | +$1.65K | 0.34% | 60 |
|
2021
Q4 | $610K | Buy |
5,312
+21
| +0.4% | +$2.41K | 0.35% | 70 |
|
2021
Q3 | $536K | Hold |
5,291
| – | – | 0.31% | 82 |
|
2021
Q2 | $526K | Buy |
5,291
+3
| +0.1% | +$298 | 0.3% | 83 |
|
2021
Q1 | $464K | Hold |
5,288
| – | – | 0.3% | 87 |
|
2020
Q4 | $450K | Buy |
+5,288
| New | +$450K | 0.33% | 78 |
|