Theory Financial’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 | $1.92M | Buy |
10,605
+145
| +1% | +$26.3K | 0.73% | 41 |
|
|
2025
Q1 | $1.47M | Buy |
10,460
+251
| +2% | +$35.3K | 0.62% | 40 |
|
|
2024
Q4 | $1.63M | Buy |
10,209
+23
| +0.2% | +$3.67K | 0.68% | 38 |
|
|
2024
Q3 | $1.53M | Sell |
10,186
-94
| -0.9% | -$14.2K | 0.68% | 40 |
|
|
2024
Q2 | $1.55M | Buy |
10,280
+4,212
| +69% | +$634K | 0.73% | 37 |
|
|
2024
Q1 | $820K | Buy |
6,068
+1,953
| +47% | +$264K | 0.42% | 44 |
|
|
2023
Q4 | $505K | Buy |
4,115
+1,718
| +72% | +$211K | 0.27% | 47 |
|
|
2023
Q3 | $251K | Buy |
+2,397
| New | +$251K | 0.15% | 63 |
|