Stonebridge Financial Planning Group’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Sell |
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|
2025
Q1 | $8.87M | Sell |
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|
2024
Q4 | $11M | Sell |
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|
2024
Q3 | $11M | Sell |
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|
2024
Q2 | $11.2M | Sell |
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|
2024
Q1 | $10.3M | Sell |
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|
2023
Q4 | $9.76M | Sell |
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|
2023
Q3 | $8.86M | Sell |
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|
2023
Q2 | $9.42M | Sell |
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|
2023
Q1 | $8.19M | Sell |
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|
2022
Q4 | $7.09M | Sell |
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|
2022
Q3 | $7.12M | Sell |
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|
2022
Q2 | $7.85M | Sell |
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|
2022
Q1 | $11.1M | Buy |
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|
2021
Q4 | $10.7M | Buy |
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|
2021
Q3 | $11.6M | Buy |
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|
2021
Q2 | $10.4M | Sell |
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|
2021
Q1 | $9.6M | Sell |
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|
2020
Q4 | $9.14M | Buy |
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|
2020
Q3 | $8.18M | Buy |
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|
2020
Q2 | $6.58M | Buy |
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|
2020
Q1 | $5.02M | Buy |
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|
2019
Q4 | $5.3M | Buy |
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