Presilium Private Wealth’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 | $203K | Buy |
+1,170
| New | +$203K | 0.04% | 72 |
|
|
2025
Q1 | – | Sell |
-1,363
| Closed | -$217K | – | 73 |
|
|
2024
Q4 | $217K | Sell |
1,363
-430
| -24% | -$68.6K | 0.05% | 74 |
|
|
2024
Q3 | $272K | Sell |
1,793
-100
| -5% | -$15.2K | 0.06% | 68 |
|
|
2024
Q2 | $285K | Sell |
1,893
-475
| -20% | -$71.5K | 0.07% | 64 |
|
|
2024
Q1 | $320K | Sell |
2,368
-300
| -11% | -$40.5K | 0.08% | 61 |
|
|
2023
Q4 | $327K | Hold |
2,668
| – | – | 0.09% | 61 |
|
|
2023
Q3 | $280K | Hold |
2,668
| – | – | 0.09% | 52 |
|
|
2023
Q2 | $290K | Hold |
2,668
| – | – | 0.1% | 49 |
|
|
2023
Q1 | $248K | Buy |
+2,668
| New | +$248K | 0.1% | 48 |
|