SHJ
Sharkey, Howes & Javer’s iShares US Technology ETF IYW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10.3M | Sell |
59,329
-7,485
| -11% | -$1.3M | 1.38% | 18 |
|
2025
Q1 | $9.38M | Buy |
66,814
+4,769
| +8% | +$670K | 1.34% | 18 |
|
2024
Q4 | $9.9M | Sell |
62,045
-510
| -0.8% | -$81.4K | 1.39% | 17 |
|
2024
Q3 | $9.48M | Sell |
62,555
-5,992
| -9% | -$909K | 1.35% | 17 |
|
2024
Q2 | $10.3M | Buy |
68,547
+1,698
| +3% | +$256K | 1.67% | 13 |
|
2024
Q1 | $9.03M | Sell |
66,849
-4,077
| -6% | -$551K | 1.48% | 16 |
|
2023
Q4 | $8.71M | Buy |
70,926
+20,828
| +42% | +$2.56M | 1.54% | 14 |
|
2023
Q3 | $5.26M | Sell |
50,098
-49,728
| -50% | -$5.22M | 1.01% | 24 |
|
2023
Q2 | $10.9M | Buy |
99,826
+11,040
| +12% | +$1.2M | 2.06% | 12 |
|
2023
Q1 | $8.24M | Buy |
88,786
+17,085
| +24% | +$1.59M | 1.77% | 13 |
|
2022
Q4 | $5.34M | Buy |
+71,701
| New | +$5.34M | 1.23% | 17 |
|