Signify Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8.67M | Buy |
54,361
+2,870
| +6% | +$458K | 9.79% | 1 |
|
|
2024
Q3 | $7.81M | Sell |
51,491
-6,486
| -11% | -$983K | 9.57% | 1 |
|
|
2024
Q2 | $8.73M | Buy |
57,977
+9,537
| +20% | +$1.44M | 12.56% | 1 |
|
|
2024
Q1 | $6.54M | Buy |
48,440
+4,773
| +11% | +$645K | 10.85% | 1 |
|
|
2023
Q4 | $5.36M | Buy |
43,667
+29,016
| +198% | +$3.56M | 8.08% | 1 |
|
|
2023
Q3 | $1.54M | Buy |
+14,651
| New | +$1.54M | 2.07% | 18 |
|
|
2022
Q1 | – | Sell |
-3,117
| Closed | -$358K | – | 28 |
|
|
2021
Q4 | $358K | Buy |
+3,117
| New | +$358K | 0.22% | 18 |
|