TW
Transform Wealth’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $787K | Sell |
5,602
-249
| -4% | -$35K | 0.05% | 147 |
|
|
2024
Q4 | $933K | Sell |
5,851
-374
| -6% | -$59.7K | 0.05% | 146 |
|
|
2024
Q3 | $944K | Hold |
6,225
| – | – | 0.06% | 121 |
|
|
2024
Q2 | $937K | Hold |
6,225
| – | – | 0.07% | 125 |
|
|
2024
Q1 | $841K | Sell |
6,225
-9
| -0.1% | -$1.22K | 0.08% | 127 |
|
|
2023
Q4 | $765K | Sell |
6,234
-1,275
| -17% | -$156K | 0.07% | 139 |
|
|
2023
Q3 | $788K | Buy |
7,509
+9
| +0.1% | +$945 | 0.08% | 137 |
|
|
2023
Q2 | $816K | Buy |
7,500
+1
| +0% | +$109 | 0.07% | 149 |
|
|
2023
Q1 | $696K | Hold |
7,499
| – | – | 0.07% | 150 |
|
|
2022
Q4 | $559K | Hold |
7,499
| – | – | 0.06% | 140 |
|
|
2022
Q3 | $550K | Sell |
7,499
-350
| -4% | -$25.7K | 0.07% | 113 |
|
|
2022
Q2 | $628K | Buy |
7,849
+356
| +5% | +$28.5K | 0.09% | 110 |
|
|
2022
Q1 | $772K | Sell |
7,493
-158
| -2% | -$16.3K | 0.09% | 127 |
|
|
2021
Q4 | $878K | Buy |
7,651
+22
| +0.3% | +$2.53K | 0.09% | 122 |
|
|
2021
Q3 | $773K | Sell |
7,629
-529
| -6% | -$53.6K | 0.09% | 133 |
|
|
2021
Q2 | $811K | Sell |
8,158
-242
| -3% | -$24.1K | 0.1% | 136 |
|
|
2021
Q1 | $737K | Sell |
8,400
-15,463
| -65% | -$1.36M | 0.15% | 118 |
|
|
2020
Q4 | $2.03M | Buy |
23,863
+17,748
| +290% | +$1.51M | 0.42% | 73 |
|
|
2020
Q3 | $1.84M | Buy |
6,115
+2,167
| +55% | +$652K | 0.3% | 82 |
|
|
2020
Q2 | $1.07M | Sell |
3,948
-18,966
| -83% | -$5.12M | 0.18% | 98 |
|
|
2020
Q1 | $4.68M | Buy |
22,914
+168
| +0.7% | +$34.3K | 1% | 32 |
|
|
2019
Q4 | $5.29M | Sell |
22,746
-1,065
| -4% | -$248K | 0.84% | 46 |
|
|
2019
Q3 | $4.86M | Sell |
23,811
-14,082
| -37% | -$2.88M | 0.86% | 43 |
|
|
2019
Q2 | $7.5M | Sell |
37,893
-3,924
| -9% | -$777K | 1.1% | 18 |
|
|
2019
Q1 | $7.97M | Buy |
41,817
+131
| +0.3% | +$25K | 1.48% | 12 |
|
|
2018
Q4 | $6.67M | Buy |
41,686
+7,211
| +21% | +$1.15M | 1.37% | 15 |
|
|
2018
Q3 | $6.69M | Buy |
34,475
+2,059
| +6% | +$399K | 1.16% | 24 |
|
|
2018
Q2 | $5.78M | Buy |
32,416
+2,687
| +9% | +$479K | 1.05% | 28 |
|
|
2018
Q1 | $5M | Buy |
29,729
+1,689
| +6% | +$284K | 0.95% | 30 |
|
|
2017
Q4 | $4.56M | Buy |
28,040
+1,863
| +7% | +$303K | 0.84% | 33 |
|
|
2017
Q3 | $3.92M | Buy |
+26,177
| New | +$3.92M | 1.37% | 10 |
|
|
2017
Q2 | – | Sell |
-24,076
| Closed | -$3.25M | – | 94 |
|
|
2017
Q1 | $3.25M | Buy |
24,076
+1
| +0% | +$135 | 1.22% | 16 |
|
|
2016
Q4 | $2.9M | Buy |
24,075
+503
| +2% | +$60.5K | 1.15% | 15 |
|
|
2016
Q3 | $2.81M | Buy |
23,572
+1,022
| +5% | +$122K | 1.21% | 10 |
|
|
2016
Q2 | $2.37M | Buy |
+22,550
| New | +$2.37M | 1% | 15 |
|