Plante Moran Financial Advisors’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 | $391K | Buy |
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|
2025
Q2 | $322K | Sell |
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|
2025
Q1 | $264K | Buy |
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|
2024
Q4 | $268K | Buy |
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|
2024
Q3 | $245K | Buy |
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|
2024
Q2 | $210K | Buy |
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|
2024
Q1 | $156K | Hold |
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|
2023
Q4 | $142K | Sell |
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|
2023
Q3 | $179K | Hold |
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|
2023
Q2 | $186K | Hold |
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|
2023
Q1 | $158K | Sell |
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|
2022
Q4 | $261K | Buy |
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|
2022
Q3 | $125K | Hold |
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|
2022
Q2 | $136K | Hold |
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|
2022
Q1 | $176K | Hold |
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|
2021
Q4 | $196K | Hold |
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|
2021
Q3 | $173K | Sell |
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|
2021
Q2 | $173K | Buy |
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|
2021
Q1 | $149K | Buy |
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|
2020
Q4 | $118K | Hold |
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|
2020
Q3 | $104K | Hold |
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|
2020
Q2 | $94K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $16K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $11K | Hold |
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|
2018
Q3 | $13K | Hold |
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|
2018
Q2 | $12K | Hold |
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|
2018
Q1 | $12K | Buy |
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