Samalin Investment Counsel’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 | $545K | Buy |
3,147
+170
| +6% | +$29.5K | 0.21% | 159 |
|
|
2025
Q1 | $418K | Sell |
2,977
-157
| -5% | -$22.1K | 0.17% | 186 |
|
|
2024
Q4 | $500K | Hold |
3,134
| – | – | 0.21% | 149 |
|
|
2024
Q3 | $475K | Buy |
3,134
+14
| +0.4% | +$2.12K | 0.21% | 163 |
|
|
2024
Q2 | $470K | Buy |
3,120
+15
| +0.5% | +$2.26K | 0.22% | 152 |
|
|
2024
Q1 | $419K | Sell |
3,105
-254
| -8% | -$34.3K | 0.2% | 172 |
|
|
2023
Q4 | $412K | Hold |
3,359
| – | – | 0.21% | 163 |
|
|
2023
Q3 | $352K | Sell |
3,359
-187
| -5% | -$19.6K | 0.2% | 153 |
|
|
2023
Q2 | $386K | Sell |
3,546
-217
| -6% | -$23.6K | 0.21% | 137 |
|
|
2023
Q1 | $349K | Buy |
3,763
+123
| +3% | +$11.4K | 0.21% | 141 |
|
|
2022
Q4 | $271K | Sell |
3,640
-177
| -5% | -$13.2K | 0.17% | 173 |
|
|
2022
Q3 | $280K | Buy |
3,817
+48
| +1% | +$3.52K | 0.21% | 140 |
|
|
2022
Q2 | $301K | Buy |
3,769
+108
| +3% | +$8.63K | 0.21% | 143 |
|
|
2022
Q1 | $377K | Sell |
3,661
-179
| -5% | -$18.4K | 0.23% | 135 |
|
|
2021
Q4 | $441K | Sell |
3,840
-47
| -1% | -$5.4K | 0.26% | 112 |
|
|
2021
Q3 | $394K | Sell |
3,887
-251
| -6% | -$25.4K | 0.26% | 130 |
|
|
2021
Q2 | $411K | Buy |
4,138
+4
| +0.1% | +$397 | 0.27% | 125 |
|
|
2021
Q1 | $362K | Sell |
4,134
-155
| -4% | -$13.6K | 0.24% | 138 |
|
|
2020
Q4 | $365K | Buy |
4,289
+41
| +1% | +$3.49K | 0.27% | 123 |
|
|
2020
Q3 | $320K | Sell |
4,248
-132
| -3% | -$9.94K | 0.29% | 112 |
|
|
2020
Q2 | $295K | Hold |
4,380
| – | – | 0.31% | 104 |
|
|
2020
Q1 | $223K | Sell |
4,380
-600
| -12% | -$30.5K | 0.3% | 104 |
|
|
2019
Q4 | $289K | Buy |
+4,980
| New | +$289K | 0.24% | 114 |
|