ShoreHaven 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 | $3.65M | Sell |
21,083
-2,465
| -10% | -$427K | 1.5% | 19 |
|
|
2025
Q1 | $3.31M | Buy |
23,548
+562
| +2% | +$78.9K | 1.58% | 18 |
|
|
2024
Q4 | $3.67M | Sell |
22,986
-489
| -2% | -$78K | 1.73% | 15 |
|
|
2024
Q3 | $3.56M | Buy |
23,475
+1,146
| +5% | +$174K | 1.72% | 17 |
|
|
2024
Q2 | $3.36M | Sell |
22,329
-554
| -2% | -$83.4K | 1.77% | 17 |
|
|
2024
Q1 | $3.09M | Buy |
22,883
+1,643
| +8% | +$222K | 1.7% | 19 |
|
|
2023
Q4 | $2.61M | Buy |
21,240
+5,766
| +37% | +$708K | 1.59% | 20 |
|
|
2023
Q3 | $1.62M | Sell |
15,474
-18,881
| -55% | -$1.98M | 1.12% | 24 |
|
|
2023
Q2 | $3.74M | Buy |
34,355
+432
| +1% | +$47K | 2.5% | 14 |
|
|
2023
Q1 | $3.15M | Buy |
33,923
+8,465
| +33% | +$786K | 2.21% | 16 |
|
|
2022
Q4 | $1.9M | Buy |
+25,458
| New | +$1.9M | 1.34% | 20 |
|