Stone House Investment 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 | $13.7M | Buy |
78,963
+7,792
| +11% | +$1.35M | 2.52% | 13 |
|
|
2025
Q1 | $10M | Buy |
71,171
+11,526
| +19% | +$1.62M | 2.03% | 14 |
|
|
2024
Q4 | $9.51M | Sell |
59,645
-13,766
| -19% | -$2.2M | 2.42% | 14 |
|
|
2024
Q3 | $11.1M | Sell |
73,411
-4,165
| -5% | -$631K | 2.3% | 14 |
|
|
2024
Q2 | $11.7M | Buy |
77,576
+3,827
| +5% | +$576K | 3.03% | 9 |
|
|
2024
Q1 | $9.96M | Buy |
73,749
+25,365
| +52% | +$3.43M | 2.34% | 13 |
|
|
2023
Q4 | $5.94M | Buy |
48,384
+7,628
| +19% | +$936K | 2.05% | 13 |
|
|
2023
Q3 | $4.28M | Sell |
40,756
-28,465
| -41% | -$2.99M | 1.49% | 16 |
|
|
2023
Q2 | $7.54M | Buy |
69,221
+3,385
| +5% | +$369K | 2.73% | 13 |
|
|
2023
Q1 | $6.11M | Buy |
65,836
+11,581
| +21% | +$1.07M | 2.07% | 13 |
|
|
2022
Q4 | $4.04M | Buy |
+54,255
| New | +$4.04M | 1.44% | 15 |
|