STALEY CAPITAL ADVISERS’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
$5.72M Sell
33,020
-60
-0.2% -$10.4K 0.24% 58
2025
Q1
$4.65M Buy
33,080
+55
+0.2% +$7.72K 0.21% 60
2024
Q4
$5.27M Sell
33,025
-75
-0.2% -$12K 0.23% 55
2024
Q3
$5.02M Hold
33,100
0.22% 59
2024
Q2
$4.98M Hold
33,100
0.23% 54
2024
Q1
$4.47M Sell
33,100
-4,200
-11% -$567K 0.21% 57
2023
Q4
$4.58M Sell
37,300
-67
-0.2% -$8.22K 0.23% 56
2023
Q3
$3.92M Sell
37,367
-15,734
-30% -$1.65M 0.22% 58
2023
Q2
$5.78M Sell
53,101
-80
-0.2% -$8.71K 0.31% 52
2023
Q1
$4.94M Hold
53,181
0.28% 55
2022
Q4
$3.96M Buy
53,181
+18
+0% +$1.34K 0.24% 57
2022
Q3
$3.9M Hold
53,163
0.25% 56
2022
Q2
$4.25M Buy
53,163
+50
+0.1% +$4K 0.25% 52
2022
Q1
$5.47M Sell
53,113
-7,789
-13% -$803K 0.28% 54
2021
Q4
$6.99M Buy
60,902
+62
+0.1% +$7.12K 0.33% 51
2021
Q3
$6.16M Hold
60,840
0.33% 52
2021
Q2
$6.05M Hold
60,840
0.32% 51
2021
Q1
$5.34M Hold
60,840
0.3% 55
2020
Q4
$5.18M Hold
60,840
0.32% 52
2020
Q3
$4.58M Hold
60,840
0.32% 51
2020
Q2
$4.1M Sell
60,840
-7,600
-11% -$513K 0.3% 51
2020
Q1
$3.5M Buy
68,440
+22,900
+50% +$1.17M 0.29% 51
2019
Q4
$2.65M Hold
45,540
0.18% 61
2019
Q3
$2.33M Sell
45,540
-400
-0.9% -$20.4K 0.17% 61
2019
Q2
$2.27M Hold
45,940
0.17% 60
2019
Q1
$2.19M Hold
45,940
0.16% 59
2018
Q4
$1.84M Buy
+45,940
New +$1.84M 0.15% 63