Rehmann Capital Advisory Group’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 | $228K | Buy |
+1,313
| New | +$228K | 0.01% | 542 |
|
|
2025
Q1 | – | Sell |
-1,444
| Closed | -$230K | – | 614 |
|
|
2024
Q4 | $230K | Sell |
1,444
-5
| -0.3% | -$798 | 0.01% | 543 |
|
|
2024
Q3 | $220K | Sell |
1,449
-43
| -3% | -$6.52K | 0.01% | 552 |
|
|
2024
Q2 | $225K | Sell |
1,492
-44
| -3% | -$6.62K | 0.02% | 530 |
|
|
2024
Q1 | $207K | Buy |
+1,536
| New | +$207K | 0.02% | 543 |
|
|
2023
Q3 | – | Sell |
-2,475
| Closed | -$269K | – | 552 |
|
|
2023
Q2 | $269K | Sell |
2,475
-34
| -1% | -$3.7K | 0.02% | 449 |
|
|
2023
Q1 | $233K | Buy |
+2,509
| New | +$233K | 0.02% | 487 |
|
|
2019
Q3 | – | Sell |
-72
| Closed | -$3.56K | – | 1935 |
|
|
2019
Q2 | $3.56K | Sell |
72
-1,228
| -94% | -$60.8K | ﹤0.01% | 1641 |
|
|
2019
Q1 | $61.9K | Buy |
+1,300
| New | +$61.9K | 0.01% | 742 |
|
|
2018
Q4 | – | Sell |
-1,300
| Closed | -$63.1K | – | 2005 |
|
|
2018
Q3 | $63.1K | Hold |
1,300
| – | – | 0.01% | 722 |
|
|
2018
Q2 | $57.9K | Hold |
1,300
| – | – | 0.01% | 728 |
|
|
2018
Q1 | $55K | Buy |
+1,300
| New | +$55K | 0.01% | 732 |
|