SS
Sunbelt Securities’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.58M | Sell |
22,472
-291
| -1% | -$46.4K | 0.32% | 60 |
|
|
2025
Q1 | $3.2M | Buy |
22,763
+291
| +1% | +$40.9K | 0.29% | 68 |
|
|
2024
Q4 | $3.62M | Sell |
22,472
-2,115
| -9% | -$341K | 0.32% | 60 |
|
|
2024
Q3 | $3.73M | Sell |
24,587
-936
| -4% | -$142K | 0.37% | 59 |
|
|
2024
Q2 | $3.84M | Buy |
25,523
+1,339
| +6% | +$202K | 0.39% | 57 |
|
|
2024
Q1 | $3.27M | Buy |
24,184
+327
| +1% | +$44.2K | 0.36% | 62 |
|
|
2023
Q4 | $2.93M | Buy |
23,857
+5,759
| +32% | +$707K | 0.37% | 59 |
|
|
2023
Q3 | $1.9M | Buy |
18,098
+4,878
| +37% | +$512K | 0.26% | 79 |
|
|
2023
Q2 | $1.44M | Buy |
13,220
+42
| +0.3% | +$4.57K | 0.21% | 113 |
|
|
2023
Q1 | $1.2M | Buy |
13,178
+360
| +3% | +$32.9K | 0.19% | 122 |
|
|
2022
Q4 | $955K | Buy |
12,818
+513
| +4% | +$38.2K | 0.19% | 140 |
|
|
2022
Q3 | $903K | Buy |
12,305
+2,470
| +25% | +$181K | 0.19% | 136 |
|
|
2022
Q2 | $786K | Buy |
9,835
+980
| +11% | +$78.3K | 0.17% | 154 |
|
|
2022
Q1 | $928K | Buy |
8,855
+460
| +5% | +$48.2K | 0.17% | 151 |
|
|
2021
Q4 | $874K | Buy |
8,395
+2,250
| +37% | +$234K | 0.14% | 171 |
|
|
2021
Q3 | $614K | Hold |
6,145
| – | – | 0.11% | 221 |
|
|
2021
Q2 | $614K | Sell |
6,145
-8,430
| -58% | -$842K | 0.11% | 221 |
|
|
2021
Q1 | $1.28M | Buy |
14,575
+6,891
| +90% | +$604K | 0.25% | 106 |
|
|
2020
Q4 | $654K | Buy |
7,684
+5,765
| +300% | +$491K | 0.14% | 186 |
|
|
2020
Q3 | $578K | Sell |
1,919
-23
| -1% | -$6.93K | 0.16% | 164 |
|
|
2020
Q2 | $524K | Sell |
1,942
-52
| -3% | -$14K | 0.18% | 148 |
|
|
2020
Q1 | $408K | Sell |
1,994
-702
| -26% | -$144K | 0.02% | 257 |
|
|
2019
Q4 | $627K | Sell |
2,696
-10
| -0.4% | -$2.33K | 0.07% | 266 |
|
|
2019
Q3 | $553K | Buy |
2,706
+951
| +54% | +$194K | 0.06% | 279 |
|
|
2019
Q2 | $347K | Hold |
1,755
| – | – | 0.15% | 176 |
|
|
2019
Q1 | $335K | Hold |
1,755
| – | – | 0.17% | 163 |
|
|
2018
Q4 | $281K | Sell |
1,755
-115
| -6% | -$18.4K | 0.16% | 165 |
|
|
2018
Q3 | $363K | Hold |
1,870
| – | – | 0.19% | 146 |
|
|
2018
Q2 | $333K | Buy |
1,870
+560
| +43% | +$99.7K | 0.2% | 145 |
|
|
2018
Q1 | $220K | Hold |
1,310
| – | – | 0.2% | 167 |
|
|
2017
Q4 | $213K | Sell |
1,310
-35
| -3% | -$5.69K | 0.21% | 160 |
|
|
2017
Q3 | $202K | Buy |
+1,345
| New | +$202K | 0.21% | 152 |
|