Revolve Wealth Partners’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 | $317K | Hold |
1,830
| – | – | 0.04% | 162 |
|
|
2025
Q1 | $257K | Sell |
1,830
-142
| -7% | -$19.9K | 0.04% | 178 |
|
|
2024
Q4 | $315K | Hold |
1,972
| – | – | 0.05% | 159 |
|
|
2024
Q3 | $299K | Hold |
1,972
| – | – | 0.05% | 150 |
|
|
2024
Q2 | $297K | Hold |
1,972
| – | – | 0.05% | 133 |
|
|
2024
Q1 | $266K | Hold |
1,972
| – | – | 0.05% | 144 |
|
|
2023
Q4 | $242K | Hold |
1,972
| – | – | 0.05% | 136 |
|
|
2023
Q3 | $207K | Hold |
1,972
| – | – | 0.05% | 138 |
|
|
2023
Q2 | $215K | Buy |
+1,972
| New | +$215K | 0.05% | 135 |
|
|
2022
Q2 | – | Sell |
-1,972
| Closed | -$203K | – | 146 |
|
|
2022
Q1 | $203K | Sell |
1,972
-411
| -17% | -$42.3K | 0.06% | 142 |
|
|
2021
Q4 | $274K | Buy |
+2,383
| New | +$274K | 0.08% | 114 |
|