Plante Moran Financial Advisors’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 | $322K | Sell |
1,856
-24
| -1% | -$4.16K | 0.02% | 121 |
|
|
2025
Q1 | $264K | Buy |
1,880
+202
| +12% | +$28.4K | 0.02% | 140 |
|
|
2024
Q4 | $268K | Buy |
1,678
+62
| +4% | +$9.89K | 0.02% | 141 |
|
|
2024
Q3 | $245K | Buy |
1,616
+218
| +16% | +$33.1K | 0.02% | 159 |
|
|
2024
Q2 | $210K | Buy |
1,398
+240
| +21% | +$36.1K | 0.02% | 169 |
|
|
2024
Q1 | $156K | Hold |
1,158
| – | – | 0.02% | 196 |
|
|
2023
Q4 | $142K | Sell |
1,158
-546
| -32% | -$67K | 0.01% | 208 |
|
|
2023
Q3 | $179K | Hold |
1,704
| – | – | 0.02% | 160 |
|
|
2023
Q2 | $186K | Hold |
1,704
| – | – | 0.02% | 164 |
|
|
2023
Q1 | $158K | Sell |
1,704
-1,800
| -51% | -$167K | 0.02% | 170 |
|
|
2022
Q4 | $261K | Buy |
3,504
+1,800
| +106% | +$134K | 0.04% | 127 |
|
|
2022
Q3 | $125K | Hold |
1,704
| – | – | 0.02% | 183 |
|
|
2022
Q2 | $136K | Hold |
1,704
| – | – | 0.02% | 185 |
|
|
2022
Q1 | $176K | Hold |
1,704
| – | – | 0.03% | 172 |
|
|
2021
Q4 | $196K | Hold |
1,704
| – | – | 0.03% | 185 |
|
|
2021
Q3 | $173K | Sell |
1,704
-40
| -2% | -$4.06K | 0.04% | 205 |
|
|
2021
Q2 | $173K | Buy |
1,744
+40
| +2% | +$3.97K | 0.04% | 192 |
|
|
2021
Q1 | $149K | Buy |
1,704
+316
| +23% | +$27.6K | 0.04% | 202 |
|
|
2020
Q4 | $118K | Hold |
1,388
| – | – | 0.04% | 228 |
|
|
2020
Q3 | $104K | Hold |
1,388
| – | – | 0.04% | 233 |
|
|
2020
Q2 | $94K | Buy |
+1,388
| New | +$94K | 0.04% | 218 |
|
|
2020
Q1 | – | Sell |
-272
| Closed | -$16K | – | 793 |
|
|
2019
Q4 | $16K | Buy |
+272
| New | +$16K | 0.01% | 491 |
|
|
2019
Q1 | – | Sell |
-276
| Closed | -$11K | – | 859 |
|
|
2018
Q4 | $11K | Hold |
276
| – | – | ﹤0.01% | 489 |
|
|
2018
Q3 | $13K | Hold |
276
| – | – | ﹤0.01% | 467 |
|
|
2018
Q2 | $12K | Hold |
276
| – | – | 0.01% | 523 |
|
|
2018
Q1 | $12K | Buy |
+276
| New | +$12K | 0.01% | 575 |
|