Palumbo 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 | $901K | Hold |
5,200
| – | – | 0.28% | 69 |
|
|
2025
Q1 | $730K | Hold |
5,200
| – | – | 0.24% | 68 |
|
|
2024
Q4 | $830K | Hold |
5,200
| – | – | 0.31% | 62 |
|
|
2024
Q3 | $788K | Hold |
5,200
| – | – | 0.31% | 64 |
|
|
2024
Q2 | $783K | Hold |
5,200
| – | – | 0.33% | 62 |
|
|
2024
Q1 | $702K | Hold |
5,200
| – | – | 0.31% | 62 |
|
|
2023
Q4 | $638K | Hold |
5,200
| – | – | 0.33% | 59 |
|
|
2023
Q3 | $546K | Hold |
5,200
| – | – | 0.3% | 62 |
|
|
2023
Q2 | $566K | Hold |
5,200
| – | – | 0.35% | 53 |
|
|
2023
Q1 | $483K | Buy |
+5,200
| New | +$483K | 0.32% | 59 |
|