Stokes Family Office’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 |
-1,285
| Closed | -$205K | – | 246 |
|
|
2024
Q4 | $205K | Buy |
+1,285
| New | +$205K | 0.02% | 233 |
|
|
2024
Q2 | – | Sell |
-1,805
| Closed | -$244K | – | 229 |
|
|
2024
Q1 | $244K | Hold |
1,805
| – | – | 0.03% | 203 |
|
|
2023
Q4 | $222K | Sell |
1,805
-128
| -7% | -$15.7K | 0.03% | 202 |
|
|
2023
Q3 | $203K | Sell |
1,933
-141
| -7% | -$14.8K | 0.02% | 306 |
|
|
2023
Q2 | $226K | Buy |
+2,074
| New | +$226K | 0.03% | 277 |
|
|
2023
Q1 | – | Sell |
-3,256
| Closed | -$243K | – | 312 |
|
|
2022
Q4 | $243K | Buy |
3,256
+268
| +9% | +$20K | 0.03% | 240 |
|
|
2022
Q3 | $219K | Hold |
2,988
| – | – | 0.03% | 246 |
|
|
2022
Q2 | $239K | Sell |
2,988
-307
| -9% | -$24.6K | 0.03% | 235 |
|
|
2022
Q1 | $340K | Buy |
3,295
+54
| +2% | +$5.57K | 0.05% | 194 |
|
|
2021
Q4 | $372K | Buy |
3,241
+28
| +0.9% | +$3.21K | 0.05% | 168 |
|
|
2021
Q3 | $325K | Buy |
3,213
+225
| +8% | +$22.8K | 0.05% | 179 |
|
|
2021
Q2 | $297K | Hold |
2,988
| – | – | 0.04% | 178 |
|
|
2021
Q1 | $262K | Hold |
2,988
| – | – | 0.04% | 173 |
|
|
2020
Q4 | $254K | Hold |
2,988
| – | – | 0.05% | 151 |
|
|
2020
Q3 | $225K | Hold |
2,988
| – | – | 0.05% | 139 |
|
|
2020
Q2 | $202K | Buy |
+2,988
| New | +$202K | 0.05% | 124 |
|