Roman Butler Fullerton & Co’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.02M | Buy |
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|
2025
Q2 | $865K | Buy |
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|
2025
Q1 | $658K | Buy |
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|
2024
Q4 | $755K | Buy |
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|
2024
Q3 | $740K | Buy |
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|
2024
Q2 | $762K | Buy |
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|
2024
Q1 | $606K | Buy |
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|
2023
Q4 | $620K | Buy |
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|
2023
Q3 | $517K | Buy |
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|
2023
Q2 | $542K | Buy |
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|
2023
Q1 | $424K | Buy |
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|
2022
Q4 | $376K | Buy |
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|
2022
Q3 | $334K | Hold |
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|
2022
Q2 | $384K | Buy |
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|
2022
Q1 | $477K | Buy |
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|
2021
Q4 | $532K | Buy |
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|
2021
Q3 | $496K | Buy |
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|
2021
Q2 | $460K | Buy |
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|
2021
Q1 | $440K | Sell |
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|
2020
Q4 | $449K | Sell |
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|
2020
Q3 | $406K | Buy |
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|
2020
Q2 | $364K | Buy |
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|
2020
Q1 | $242K | Sell |
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|
2019
Q4 | $381K | Buy |
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|
2019
Q3 | $328K | Sell |
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|
2019
Q2 | $350K | Buy |
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|
2019
Q1 | $336K | Buy |
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|
2018
Q4 | $240K | Buy |
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