Silver Oak Securities’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 | $1.86M | Sell |
10,714
-923
| -8% | -$160K | 0.15% | 149 |
|
|
2025
Q1 | $1.64M | Buy |
11,637
+2,496
| +27% | +$351K | 0.15% | 154 |
|
|
2024
Q4 | $1.47M | Sell |
9,141
-5,423
| -37% | -$873K | 0.14% | 157 |
|
|
2024
Q3 | $2.19M | Buy |
+14,564
| New | +$2.19M | 0.23% | 98 |
|
|
2024
Q2 | – | Sell |
-8,557
| Closed | -$1.16M | – | 510 |
|
|
2024
Q1 | $1.16M | Sell |
8,557
-15,897
| -65% | -$2.15M | 0.18% | 126 |
|
|
2023
Q4 | $3M | Buy |
24,454
+13,566
| +125% | +$1.67M | 0.4% | 56 |
|
|
2023
Q3 | $1.14M | Sell |
10,888
-2,347
| -18% | -$246K | 0.25% | 73 |
|
|
2023
Q2 | $1.44M | Buy |
13,235
+5,777
| +77% | +$629K | 0.23% | 92 |
|
|
2023
Q1 | $692K | Buy |
7,458
+12
| +0.2% | +$1.11K | 0.11% | 153 |
|
|
2022
Q4 | $555K | Sell |
7,446
-3,442
| -32% | -$257K | 0.1% | 141 |
|
|
2022
Q3 | $1.14M | Buy |
10,888
+1,536
| +16% | +$161K | 0.25% | 73 |
|
|
2022
Q2 | $797K | Sell |
9,352
-1,474
| -14% | -$126K | 0.18% | 97 |
|
|
2022
Q1 | $1.06M | Buy |
+10,826
| New | +$1.06M | 0.21% | 106 |
|