StrategIQ Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $301K | Hold |
2,456
| – | – | 0.03% | 257 |
|
|
2023
Q3 | $258K | Hold |
2,456
| – | – | 0.03% | 265 |
|
|
2023
Q2 | $267K | Hold |
2,456
| – | – | 0.03% | 267 |
|
|
2023
Q1 | $228K | Buy |
+2,456
| New | +$228K | 0.03% | 267 |
|
|
2022
Q3 | – | Sell |
-2,564
| Closed | -$205K | – | 278 |
|
|
2022
Q2 | $205K | Hold |
2,564
| – | – | 0.02% | 270 |
|
|
2022
Q1 | $264K | Hold |
2,564
| – | – | 0.03% | 263 |
|
|
2021
Q4 | $294K | Buy |
2,564
+452
| +21% | +$51.8K | 0.03% | 251 |
|
|
2021
Q3 | $214K | Hold |
2,112
| – | – | 0.04% | 213 |
|
|
2021
Q2 | $210K | Buy |
+2,112
| New | +$210K | 0.04% | 210 |
|
|
2017
Q4 | – | Sell |
-8,792
| Closed | -$330K | – | 170 |
|
|
2017
Q3 | $330K | Sell |
8,792
-2,600
| -23% | -$97.6K | 0.13% | 107 |
|
|
2017
Q2 | $398K | Buy |
11,392
+3,200
| +39% | +$112K | 0.17% | 98 |
|
|
2017
Q1 | $277K | Buy |
8,192
+156
| +2% | +$5.28K | 0.13% | 110 |
|
|
2016
Q4 | $242K | Buy |
+8,036
| New | +$242K | 0.12% | 112 |
|