Regimen 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 | $929K | Sell |
5,363
-489
| -8% | -$84.7K | 0.29% | 38 |
|
|
2025
Q1 | $822K | Sell |
5,852
-98
| -2% | -$13.8K | 0.26% | 34 |
|
|
2024
Q4 | $948K | Sell |
5,950
-1,522
| -20% | -$243K | 0.31% | 32 |
|
|
2024
Q3 | $1.13M | Sell |
7,472
-94
| -1% | -$14.3K | 0.37% | 29 |
|
|
2024
Q2 | $1.14M | Sell |
7,566
-200
| -3% | -$30.1K | 0.39% | 29 |
|
|
2024
Q1 | $1.05M | Sell |
7,766
-343
| -4% | -$46.3K | 0.36% | 28 |
|
|
2023
Q4 | $995K | Buy |
8,109
+2,489
| +44% | +$306K | 0.38% | 27 |
|
|
2023
Q3 | $590K | Sell |
5,620
-5,495
| -49% | -$577K | 0.24% | 34 |
|
|
2023
Q2 | $1.21M | Buy |
11,115
+2,878
| +35% | +$313K | 0.5% | 26 |
|
|
2023
Q1 | $787K | Buy |
8,237
+1,092
| +15% | +$104K | 0.34% | 28 |
|
|
2022
Q4 | $531K | Buy |
+7,145
| New | +$531K | 0.36% | 31 |
|