Rothschild Investment LLC’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 | $177K | Hold |
1,020
| – | – | 0.01% | 538 |
|
|
2025
Q1 | $143K | Sell |
1,020
-19
| -2% | -$2.67K | 0.01% | 563 |
|
|
2024
Q4 | $166K | Hold |
1,039
| – | – | 0.01% | 545 |
|
|
2024
Q3 | $158K | Hold |
1,039
| – | – | 0.01% | 563 |
|
|
2024
Q2 | $156K | Hold |
1,039
| – | – | 0.01% | 544 |
|
|
2024
Q1 | $140K | Sell |
1,039
-40
| -4% | -$5.4K | 0.01% | 529 |
|
|
2023
Q4 | $132K | Buy |
+1,079
| New | +$132K | 0.01% | 483 |
|