Tennessee Valley Asset Management Partners’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 | – | Sell |
-11,561
| Closed | -$1.62M | – | 120 |
|
|
2025
Q1 | $1.62M | Buy |
11,561
+1,049
| +10% | +$147K | 0.26% | 52 |
|
|
2024
Q4 | $1.68M | Buy |
10,512
+1,161
| +12% | +$185K | 0.28% | 48 |
|
|
2024
Q3 | $1.42M | Buy |
9,351
+2,155
| +30% | +$327K | 0.23% | 54 |
|
|
2024
Q2 | $1.08M | Buy |
7,196
+369
| +5% | +$55.5K | 0.2% | 63 |
|
|
2024
Q1 | $922K | Sell |
6,827
-5,393
| -44% | -$728K | 0.22% | 47 |
|
|
2023
Q4 | $1.5M | Buy |
12,220
+6,400
| +110% | +$786K | 0.2% | 59 |
|
|
2023
Q3 | $611K | Hold |
5,820
| – | – | 0.2% | 59 |
|
|
2023
Q2 | $634K | Sell |
5,820
-216
| -4% | -$23.5K | 0.2% | 58 |
|
|
2023
Q1 | $560K | Sell |
6,036
-66
| -1% | -$6.13K | 0.18% | 58 |
|
|
2022
Q4 | $455K | Buy |
6,102
+72
| +1% | +$5.36K | 0.16% | 70 |
|
|
2022
Q3 | $442K | Buy |
6,030
+660
| +12% | +$48.4K | 0.17% | 60 |
|
|
2022
Q2 | $429K | Buy |
5,370
+12
| +0.2% | +$959 | 0.16% | 47 |
|
|
2022
Q1 | $552K | Buy |
5,358
+188
| +4% | +$19.4K | 0.19% | 39 |
|
|
2021
Q4 | $594K | Sell |
5,170
-20
| -0.4% | -$2.3K | 0.2% | 39 |
|
|
2021
Q3 | $526K | Buy |
+5,190
| New | +$526K | 0.2% | 43 |
|
|
2021
Q2 | – | Sell |
-10,736
| Closed | -$942K | – | 66 |
|
|
2021
Q1 | $942K | Sell |
10,736
-356
| -3% | -$31.2K | 0.24% | 42 |
|
|
2020
Q4 | $944K | Buy |
11,092
+5,532
| +99% | +$471K | 0.23% | 40 |
|
|
2020
Q3 | $419K | Buy |
5,560
+432
| +8% | +$32.6K | 0.25% | 38 |
|
|
2020
Q2 | $346K | Buy |
+5,128
| New | +$346K | 0.23% | 37 |
|