Summit X LLC’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 | $10.8M | Buy |
62,612
+19,775
| +46% | +$3.43M | 2.02% | 12 |
|
|
2025
Q1 | $6.02M | Buy |
42,837
+253
| +0.6% | +$35.5K | 1.26% | 16 |
|
|
2024
Q4 | $6.79M | Sell |
42,584
-3,252
| -7% | -$519K | 1.51% | 17 |
|
|
2024
Q3 | $6.9M | Sell |
45,836
-2,481
| -5% | -$373K | 1.68% | 15 |
|
|
2024
Q2 | $7.29M | Buy |
48,317
+1,955
| +4% | +$295K | 1.64% | 15 |
|
|
2024
Q1 | $6.26M | Sell |
46,362
-7,731
| -14% | -$1.04M | 1.6% | 17 |
|
|
2023
Q4 | $6.64M | Buy |
54,093
+9,217
| +21% | +$1.13M | 1.89% | 12 |
|
|
2023
Q3 | $4.71M | Sell |
44,876
-35,003
| -44% | -$3.67M | 1.5% | 15 |
|
|
2023
Q2 | $8.7M | Sell |
79,879
-1,759
| -2% | -$192K | 2.11% | 7 |
|
|
2023
Q1 | $7.58M | Buy |
+81,638
| New | +$7.58M | 1.96% | 10 |
|
|
2020
Q4 | – | Sell |
-1,536
| Closed | -$903 | – | 347 |
|
|
2020
Q3 | $903 | Buy |
+1,536
| New | +$903 | 0.01% | 250 |
|