Spire Wealth Management’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 | $9.19M | Sell |
53,058
-2,007
| -4% | -$348K | 0.33% | 62 |
|
|
2025
Q1 | $7.73M | Sell |
55,065
-245
| -0.4% | -$34.4K | 0.25% | 87 |
|
|
2024
Q4 | $8.82M | Buy |
55,310
+103
| +0.2% | +$16.4K | 0.27% | 81 |
|
|
2024
Q3 | $8.37M | Sell |
55,207
-3,205
| -5% | -$486K | 0.28% | 79 |
|
|
2024
Q2 | $8.79M | Sell |
58,412
-26,554
| -31% | -$4M | 0.31% | 70 |
|
|
2024
Q1 | $11.5M | Buy |
84,966
+256
| +0.3% | +$34.6K | 0.21% | 92 |
|
|
2023
Q4 | $10.8M | Buy |
84,710
+1,982
| +2% | +$254K | 0.36% | 57 |
|
|
2023
Q3 | $8.68M | Buy |
82,728
+46,421
| +128% | +$4.87M | 0.33% | 66 |
|
|
2023
Q2 | $3.95M | Buy |
36,307
+2,177
| +6% | +$237K | 0.15% | 132 |
|
|
2023
Q1 | $3.17M | Buy |
34,130
+16,603
| +95% | +$1.54M | 0.12% | 155 |
|
|
2022
Q4 | $1.31M | Buy |
17,527
+14,057
| +405% | +$1.05M | 0.07% | 205 |
|
|
2022
Q3 | $255K | Sell |
3,470
-7,642
| -69% | -$562K | 0.02% | 470 |
|
|
2022
Q2 | $888K | Sell |
11,112
-9,765
| -47% | -$780K | 0.04% | 354 |
|
|
2022
Q1 | $2.15M | Sell |
20,877
-997
| -5% | -$103K | 0.06% | 258 |
|
|
2021
Q4 | $2.51M | Buy |
21,874
+9,515
| +77% | +$1.09M | 0.06% | 273 |
|
|
2021
Q3 | $1.25M | Sell |
12,359
-398
| -3% | -$40.3K | 0.03% | 363 |
|
|
2021
Q2 | $1.27M | Sell |
12,757
-20,868
| -62% | -$2.07M | 0.03% | 367 |
|
|
2021
Q1 | $2.48M | Buy |
+33,625
| New | +$2.48M | 0.07% | 241 |
|