Salem Investment Counselors’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 | $113K | Sell |
650
-41
| -6% | -$7.1K | ﹤0.01% | 441 |
|
2025
Q1 | $97K | Hold |
691
| – | – | ﹤0.01% | 453 |
|
2024
Q4 | $110K | Hold |
691
| – | – | ﹤0.01% | 440 |
|
2024
Q3 | $105K | Sell |
691
-9
| -1% | -$1.37K | ﹤0.01% | 451 |
|
2024
Q2 | $105K | Sell |
700
-32
| -4% | -$4.82K | ﹤0.01% | 435 |
|
2024
Q1 | $98.9K | Hold |
732
| – | – | ﹤0.01% | 449 |
|
2023
Q4 | $89.9K | Sell |
732
-10
| -1% | -$1.23K | ﹤0.01% | 456 |
|
2023
Q3 | $77.9K | Sell |
742
-243
| -25% | -$25.5K | ﹤0.01% | 458 |
|
2023
Q2 | $107K | Buy |
985
+252
| +34% | +$27.4K | ﹤0.01% | 406 |
|
2023
Q1 | $68K | Buy |
733
+73
| +11% | +$6.78K | ﹤0.01% | 479 |
|
2022
Q4 | $49.2K | Sell |
660
-374
| -36% | -$27.9K | ﹤0.01% | 520 |
|
2022
Q3 | $76K | Hold |
1,034
| – | – | ﹤0.01% | 427 |
|
2022
Q2 | $83K | Buy |
1,034
+374
| +57% | +$30K | ﹤0.01% | 429 |
|
2022
Q1 | $68K | Hold |
660
| – | – | ﹤0.01% | 462 |
|
2021
Q4 | $76K | Hold |
660
| – | – | ﹤0.01% | 494 |
|
2021
Q3 | $67K | Hold |
660
| – | – | ﹤0.01% | 454 |
|
2021
Q2 | $66K | Hold |
660
| – | – | ﹤0.01% | 446 |
|
2021
Q1 | $58K | Hold |
660
| – | – | ﹤0.01% | 429 |
|
2020
Q4 | $56K | Hold |
660
| – | – | ﹤0.01% | 415 |
|
2020
Q3 | $50K | Hold |
660
| – | – | ﹤0.01% | 369 |
|
2020
Q2 | $45K | Hold |
660
| – | – | ﹤0.01% | 376 |
|
2020
Q1 | $34K | Hold |
660
| – | – | ﹤0.01% | 383 |
|
2019
Q4 | $38K | Hold |
660
| – | – | ﹤0.01% | 413 |
|
2019
Q3 | $34K | Hold |
660
| – | – | ﹤0.01% | 408 |
|
2019
Q2 | $33K | Buy |
+660
| New | +$33K | ﹤0.01% | 420 |
|
2017
Q2 | – | Sell |
-360
| Closed | -$12K | – | 707 |
|
2017
Q1 | $12K | Sell |
360
-600
| -63% | -$20K | ﹤0.01% | 516 |
|
2016
Q4 | $29K | Buy |
+960
| New | +$29K | ﹤0.01% | 408 |
|