TAM
Townsend Asset Management’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105K | Hold |
607
| – | – | 0.04% | 127 |
|
|
2025
Q1 | $85.2K | Hold |
607
| – | – | 0.03% | 130 |
|
|
2024
Q4 | $96.8K | Hold |
607
| – | – | 0.04% | 138 |
|
|
2024
Q3 | $92K | Hold |
607
| – | – | 0.03% | 145 |
|
|
2024
Q2 | $91.4K | Hold |
607
| – | – | 0.04% | 142 |
|
|
2024
Q1 | $82K | Sell |
607
-64
| -10% | -$8.64K | 0.03% | 146 |
|
|
2023
Q4 | $82.4K | Sell |
671
-5
| -0.7% | -$614 | 0.04% | 140 |
|
|
2023
Q3 | $70.9K | Buy |
676
+56
| +9% | +$5.88K | 0.04% | 141 |
|
|
2023
Q2 | $67.5K | Buy |
620
+8
| +1% | +$871 | 0.03% | 151 |
|
|
2023
Q1 | $56.8K | Hold |
612
| – | – | 0.03% | 154 |
|
|
2022
Q4 | $45.6K | Hold |
612
| – | – | 0.02% | 159 |
|
|
2022
Q3 | $45K | Hold |
612
| – | – | 0.03% | 156 |
|
|
2022
Q2 | $49K | Hold |
612
| – | – | 0.03% | 171 |
|
|
2022
Q1 | $63K | Hold |
612
| – | – | 0.03% | 171 |
|
|
2021
Q4 | $70K | Hold |
612
| – | – | 0.03% | 171 |
|
|
2021
Q3 | $62K | Hold |
612
| – | – | 0.03% | 166 |
|
|
2021
Q2 | $61K | Hold |
612
| – | – | 0.03% | 159 |
|
|
2021
Q1 | $54K | Hold |
612
| – | – | 0.03% | 152 |
|
|
2020
Q4 | $52K | Buy |
612
+459
| +300% | +$39K | 0.03% | 150 |
|
|
2020
Q3 | $46K | Hold |
153
| – | – | 0.04% | 148 |
|
|
2020
Q2 | $41K | Hold |
153
| – | – | 0.03% | 151 |
|
|
2020
Q1 | $31K | Buy |
+153
| New | +$31K | 0.03% | 144 |
|