SVB Wealth’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
Q1 | – | Sell |
-7,758
| Closed | -$1.24M | – | 1649 |
|
|
2024
Q4 | $1.24M | Buy |
+7,758
| New | +$1.24M | 0.02% | 282 |
|
|
2024
Q3 | – | Sell |
-7,758
| Closed | -$1.17M | – | 323 |
|
|
2024
Q2 | $1.17M | Hold |
7,758
| – | – | 0.03% | 288 |
|
|
2024
Q1 | $1.05M | Sell |
7,758
-969
| -11% | -$131K | 0.02% | 338 |
|
|
2023
Q4 | $1.07M | Sell |
8,727
-323
| -4% | -$39.6K | 0.03% | 323 |
|
|
2023
Q3 | $950K | Sell |
9,050
-1,832
| -17% | -$192K | 0.02% | 328 |
|
|
2023
Q2 | $1.18M | Sell |
10,882
-119
| -1% | -$13K | 0.02% | 313 |
|
|
2023
Q1 | $1.02M | Buy |
11,001
+6,658
| +153% | +$618K | 0.01% | 372 |
|
|
2022
Q4 | $324K | Sell |
4,343
-2,590
| -37% | -$193K | ﹤0.01% | 715 |
|
|
2022
Q3 | $509K | Sell |
6,933
-39
| -0.6% | -$2.86K | 0.01% | 526 |
|
|
2022
Q2 | $557K | Hold |
6,972
| – | – | 0.01% | 423 |
|
|
2022
Q1 | $717K | Hold |
6,972
| – | – | 0.01% | 377 |
|
|
2021
Q4 | $800K | Hold |
6,972
| – | – | 0.01% | 349 |
|
|
2021
Q3 | $706K | Hold |
6,972
| – | – | 0.01% | 494 |
|
|
2021
Q2 | $693K | Buy |
6,972
+860
| +14% | +$85.5K | 0.01% | 485 |
|
|
2021
Q1 | $536K | Sell |
6,112
-560
| -8% | -$49.1K | 0.01% | 501 |
|
|
2020
Q4 | $568K | Sell |
6,672
-460
| -6% | -$39.2K | 0.01% | 439 |
|
|
2020
Q3 | $537K | Buy |
7,132
+200
| +3% | +$15.1K | 0.01% | 381 |
|
|
2020
Q2 | $468K | Hold |
6,932
| – | – | 0.01% | 375 |
|
|
2020
Q1 | $354K | Hold |
6,932
| – | – | 0.01% | 368 |
|
|
2019
Q4 | $403K | Hold |
6,932
| – | – | 0.01% | 454 |
|
|
2019
Q3 | $354K | Buy |
6,932
+240
| +4% | +$12.3K | 0.01% | 417 |
|
|
2019
Q2 | $331K | Buy |
+6,692
| New | +$331K | 0.01% | 429 |
|