Transcendent Capital Group’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 |
-1,849
| Closed | -$260K | – | 105 |
|
|
2025
Q1 | $260K | Buy |
1,849
+34
| +2% | +$4.78K | 0.15% | 77 |
|
|
2024
Q4 | $290K | Buy |
1,815
+15
| +0.8% | +$2.39K | 0.15% | 85 |
|
|
2024
Q3 | $273K | Hold |
1,800
| – | – | 0.14% | 92 |
|
|
2024
Q2 | $271K | Hold |
1,800
| – | – | 0.16% | 75 |
|
|
2024
Q1 | $243K | Hold |
1,800
| – | – | 0.14% | 80 |
|
|
2023
Q4 | $221K | Buy |
+1,800
| New | +$221K | 0.15% | 71 |
|