Semus 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 | $374K | Sell |
2,160
-360
| -14% | -$62.4K | 0.24% | 74 |
|
|
2025
Q1 | $354K | Buy |
2,520
+124
| +5% | +$17.4K | 0.25% | 71 |
|
|
2024
Q4 | $382K | Buy |
2,396
+141
| +6% | +$22.5K | 0.25% | 72 |
|
|
2024
Q3 | $342K | Buy |
2,255
+218
| +11% | +$33.1K | 0.24% | 82 |
|
|
2024
Q2 | $307K | Buy |
2,037
+171
| +9% | +$25.7K | 0.24% | 81 |
|
|
2024
Q1 | $252K | Buy |
1,866
+153
| +9% | +$20.7K | 0.21% | 104 |
|
|
2023
Q4 | $210K | Buy |
+1,713
| New | +$210K | 0.17% | 120 |
|
|
2023
Q3 | – | Sell |
-2,292
| Closed | -$250K | – | 122 |
|
|
2023
Q2 | $250K | Buy |
+2,292
| New | +$250K | 0.23% | 96 |
|