Sutton Place Investors’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 | $1.05M | Sell |
6,062
-644
| -10% | -$112K | 0.63% | 44 |
|
2025
Q1 | $942K | Buy |
6,706
+23
| +0.3% | +$3.23K | 0.63% | 38 |
|
2024
Q4 | $1.07M | Sell |
6,683
-111
| -2% | -$17.7K | 0.62% | 45 |
|
2024
Q3 | $1.03M | Sell |
6,794
-348
| -5% | -$52.8K | 0.63% | 47 |
|
2024
Q2 | $1.07M | Buy |
7,142
+450
| +7% | +$67.7K | 0.72% | 38 |
|
2024
Q1 | $904K | Buy |
6,692
+2,072
| +45% | +$280K | 0.45% | 71 |
|
2023
Q4 | $567K | Buy |
4,620
+962
| +26% | +$118K | 0.41% | 79 |
|
2023
Q3 | $384K | Sell |
3,658
-1,430
| -28% | -$150K | 0.5% | 44 |
|
2023
Q2 | $554K | Buy |
5,088
+198
| +4% | +$21.6K | 0.77% | 39 |
|
2023
Q1 | $454K | Buy |
4,890
+1,277
| +35% | +$119K | 0.62% | 38 |
|
2022
Q4 | $269K | Buy |
+3,613
| New | +$269K | 0.38% | 48 |
|
2022
Q2 | – | Sell |
-3,269
| Closed | -$297K | – | 71 |
|
2022
Q1 | $297K | Sell |
3,269
-773
| -19% | -$70.2K | 0.36% | 52 |
|
2021
Q4 | $464K | Buy |
+4,042
| New | +$464K | 0.53% | 53 |
|