Strategic Equity 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 | – | Sell |
-16,774
| Closed | -$2.36M | – | 76 |
|
|
2025
Q1 | $2.36M | Buy |
16,774
+1,124
| +7% | +$158K | 0.99% | 19 |
|
|
2024
Q4 | $2.5M | Buy |
15,650
+1,408
| +10% | +$225K | 1.05% | 17 |
|
|
2024
Q3 | $2.16M | Buy |
14,242
+5,037
| +55% | +$764K | 1.02% | 18 |
|
|
2024
Q2 | $1.39M | Buy |
9,205
+5,562
| +153% | +$837K | 0.9% | 17 |
|
|
2024
Q1 | $492K | Buy |
+3,643
| New | +$492K | 0.41% | 24 |
|