Soundwatch Capital’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
Q1 | – | Sell |
-1,593
| Closed | -$254K | – | 34 |
|
|
2024
Q4 | $254K | Buy |
1,593
+242
| +18% | +$38.6K | 0.03% | 33 |
|
|
2024
Q3 | $205K | Buy |
+1,351
| New | +$205K | 0.03% | 34 |
|
|
2023
Q4 | – | Sell |
-3,990
| Closed | -$419K | – | 36 |
|
|
2023
Q3 | $419K | Sell |
3,990
-8,476
| -68% | -$889K | 0.09% | 18 |
|
|
2023
Q2 | $409K | Buy |
12,466
+9,820
| +371% | +$322K | 0.1% | 19 |
|
|
2023
Q1 | $246K | Buy |
+2,646
| New | +$246K | 0.06% | 20 |
|
|
2022
Q1 | – | Sell |
-3,678
| Closed | -$422K | – | 20 |
|
|
2021
Q4 | $422K | Hold |
3,678
| – | – | 0.09% | 18 |
|
|
2021
Q3 | $372K | Buy |
+3,678
| New | +$372K | 0.04% | 17 |
|
|
2021
Q2 | – | Sell |
-2,585
| Closed | -$227K | – | 14 |
|
|
2021
Q1 | $227K | Buy |
2,585
+1
| +0% | +$88 | 0.08% | 19 |
|
|
2020
Q4 | $220K | Buy |
+2,584
| New | +$220K | 0.15% | 21 |
|