Provident 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 | $280K | Hold |
1,616
| – | – | 0.09% | 67 |
|
|
2025
Q1 | $227K | Buy |
1,616
+300
| +23% | +$42.1K | 0.08% | 73 |
|
|
2024
Q4 | $210K | Hold |
1,316
| – | – | 0.07% | 78 |
|
|
2024
Q3 | $200K | Hold |
1,316
| – | – | 0.07% | 80 |
|
|
2024
Q2 | $198K | Buy |
1,316
+950
| +260% | +$143K | 0.07% | 78 |
|
|
2024
Q1 | $49.4K | Hold |
366
| – | – | 0.02% | 85 |
|
|
2023
Q4 | $44.9K | Hold |
366
| – | – | 0.02% | 72 |
|
|
2023
Q3 | $38.4K | Hold |
366
| – | – | 0.02% | 70 |
|
|
2023
Q2 | $39.8K | Hold |
366
| – | – | 0.02% | 71 |
|
|
2023
Q1 | $34K | Hold |
366
| – | – | 0.02% | 75 |
|
|
2022
Q4 | $27.3K | Hold |
366
| – | – | 0.02% | 72 |
|
|
2022
Q3 | $27K | Hold |
366
| – | – | 0.02% | 73 |
|
|
2022
Q2 | $29K | Hold |
366
| – | – | 0.02% | 74 |
|
|
2022
Q1 | $38K | Hold |
366
| – | – | 0.02% | 79 |
|
|
2021
Q4 | $42K | Hold |
366
| – | – | 0.03% | 74 |
|
|
2021
Q3 | $37K | Hold |
366
| – | – | 0.03% | 68 |
|
|
2021
Q2 | $36K | Hold |
366
| – | – | 0.03% | 68 |
|
|
2021
Q1 | $32K | Sell |
366
-278
| -43% | -$24.3K | 0.04% | 61 |
|
|
2020
Q4 | $55K | Buy |
644
+68
| +12% | +$5.81K | 0.06% | 57 |
|
|
2020
Q3 | $43K | Buy |
576
+272
| +89% | +$20.3K | 0.05% | 99 |
|
|
2020
Q2 | $21K | Buy |
+304
| New | +$21K | 0.02% | 61 |
|