Ranch Capital 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 | $417K | Buy |
2,404
+4
| +0.2% | +$693 | 0.18% | 108 |
|
|
2025
Q1 | $337K | Hold |
2,400
| – | – | 0.16% | 118 |
|
|
2024
Q4 | $383K | Hold |
2,400
| – | – | 0.18% | 106 |
|
|
2024
Q3 | $364K | Hold |
2,400
| – | – | 0.17% | 114 |
|
|
2024
Q2 | $361K | Hold |
2,400
| – | – | 0.19% | 115 |
|
|
2024
Q1 | $324K | Hold |
2,400
| – | – | 0.18% | 116 |
|
|
2023
Q4 | $295K | Hold |
2,400
| – | – | 0.18% | 116 |
|
|
2023
Q3 | $252K | Hold |
2,400
| – | – | 0.18% | 121 |
|
|
2023
Q2 | $261K | Hold |
2,400
| – | – | 0.18% | 120 |
|
|
2023
Q1 | $223K | Buy |
+2,400
| New | +$223K | 0.16% | 134 |
|
|
2022
Q2 | – | Sell |
-2,400
| Closed | -$247K | – | 153 |
|
|
2022
Q1 | $247K | Hold |
2,400
| – | – | 0.16% | 138 |
|
|
2021
Q4 | $276K | Hold |
2,400
| – | – | 0.18% | 133 |
|
|
2021
Q3 | $243K | Sell |
2,400
-200
| -8% | -$20.3K | 0.15% | 140 |
|
|
2021
Q2 | $258K | Sell |
2,600
-200
| -7% | -$19.8K | 0.16% | 139 |
|
|
2021
Q1 | $245K | Hold |
2,800
| – | – | 0.16% | 140 |
|
|
2020
Q4 | $238K | Hold |
2,800
| – | – | 0.17% | 133 |
|
|
2020
Q3 | $210K | Hold |
2,800
| – | – | 0.17% | 133 |
|
|
2020
Q2 | $204K | Hold |
2,800
| – | – | 0.16% | 138 |
|
|
2020
Q1 | $143K | Hold |
2,800
| – | – | 0.14% | 149 |
|
|
2019
Q4 | $163K | Hold |
2,800
| – | – | 0.13% | 158 |
|
|
2019
Q3 | $143K | Buy |
+2,800
| New | +$143K | 0.15% | 170 |
|