Tarbox Family Office’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 | $234K | Buy |
+1,348
| New | +$234K | 0.04% | 110 |
|
2025
Q1 | – | Sell |
-1,348
| Closed | -$215K | – | 109 |
|
2024
Q4 | $215K | Hold |
1,348
| – | – | 0.04% | 106 |
|
2024
Q3 | $204K | Hold |
1,348
| – | – | 0.03% | 108 |
|
2024
Q2 | $203K | Buy |
+1,348
| New | +$203K | 0.04% | 104 |
|
2022
Q1 | – | Sell |
-598
| Closed | -$69K | – | 1109 |
|
2021
Q4 | $69K | Sell |
598
-47
| -7% | -$5.42K | 0.01% | 191 |
|
2021
Q3 | $65K | Buy |
+645
| New | +$65K | 0.01% | 211 |
|