Transform Wealth’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $787K | Sell |
5,602
-249
| -4% | -$38.8K | 0.05% | 147 |
|
|
2024
Q4 | $933K | Sell |
5,851
-374
| -6% | -$59.2K | 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% | -$1.17K | 0.08% | 127 |
|
|
2023
Q4 | $765K | Sell |
6,234
-1,275
| -17% | -$144K | 0.07% | 139 |
|
|
2023
Q3 | $788K | Buy |
7,509
+9
| +0.1% | +$979 | 0.08% | 137 |
|
|
2023
Q2 | $816K | Buy |
7,500
+1
| +0% | +$98 | 0.07% | 150 |
|
|
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% | -$29.7K | 0.07% | 113 |
|
|
2022
Q2 | $628K | Buy |
7,849
+356
| +5% | +$31.5K | 0.09% | 110 |
|
|
2022
Q1 | $772K | Sell |
7,493
-158
| -2% | -$16.1K | 0.09% | 127 |
|
|
2021
Q4 | $878K | Buy |
7,651
+22
| +0.3% | +$2.44K | 0.09% | 122 |
|
|
2021
Q3 | $773K | Sell |
7,629
-529
| -6% | -$55.2K | 0.09% | 133 |
|
|
2021
Q2 | $811K | Sell |
8,158
-242
| -3% | -$22.6K | 0.1% | 136 |
|
|
2021
Q1 | $737K | Sell |
8,400
-15,463
| -65% | -$1.35M | 0.15% | 118 |
|
|
2020
Q4 | $2.03M | Sell |
23,863
-597
| -2% | -$47.7K | 0.42% | 73 |
|
|
2020
Q3 | $1.84M | Buy |
24,460
+8,668
| +55% | +$633K | 0.3% | 82 |
|
|
2020
Q2 | $1.06M | Sell |
15,792
-75,864
| -83% | -$4.58M | 0.18% | 98 |
|
|
2020
Q1 | $4.68M | Buy |
91,656
+672
| +0.7% | +$39K | 1% | 32 |
|
|
2019
Q4 | $5.29M | Sell |
90,984
-4,260
| -4% | -$232K | 0.84% | 46 |
|
|
2019
Q3 | $4.86M | Sell |
95,244
-56,328
| -37% | -$2.86M | 0.86% | 43 |
|
|
2019
Q2 | $7.5M | Sell |
151,572
-15,696
| -9% | -$767K | 1.1% | 18 |
|
|
2019
Q1 | $7.97M | Buy |
167,268
+524
| +0.3% | +$23.3K | 1.48% | 12 |
|
|
2018
Q4 | $6.67M | Buy |
166,744
+28,844
| +21% | +$1.25M | 1.37% | 15 |
|
|
2018
Q3 | $6.69M | Buy |
137,900
+8,236
| +6% | +$389K | 1.16% | 24 |
|
|
2018
Q2 | $5.78M | Buy |
129,664
+10,748
| +9% | +$475K | 1.05% | 28 |
|
|
2018
Q1 | $5M | Buy |
118,916
+6,756
| +6% | +$291K | 0.95% | 30 |
|
|
2017
Q4 | $4.56M | Buy |
112,160
+7,452
| +7% | +$299K | 0.84% | 33 |
|
|
2017
Q3 | $3.92M | Buy |
+104,708
| New | +$3.84M | 1.37% | 10 |
|
|
2017
Q2 | – | Sell |
-96,304
| Closed | -$3.25M | – | 94 |
|
|
2017
Q1 | $3.25M | Buy |
96,304
+4
| +0% | +$130 | 1.22% | 16 |
|
|
2016
Q4 | $2.9M | Buy |
96,300
+2,012
| +2% | +$60K | 1.15% | 15 |
|
|
2016
Q3 | $2.81M | Buy |
94,288
+4,088
| +5% | +$117K | 1.21% | 10 |
|
|
2016
Q2 | $2.37M | Buy |
+90,200
| New | +$2.38M | 1% | 15 |
|
Other funds holding IYW
PCH
DWM
Transform Wealth's IYW Position: Q1 2025 in Review
Transform Wealth reduced its iShares US Technology ETF (IYW) stake by 4.3% in Q1 2025, selling an estimated $38.8K and leaving 5,602 shares worth $787K. The position accounts for 0.05% of the portfolio, ranked #147.
Transform Wealth first reported a position in IYW in Q2 2016 and has held it in 35 quarters since. The position peaked at $7.97M in Q1 2019. 1,095 funds tracked by Wall St. Rank hold IYW as of Q1 2025.
- Transform Wealth held 5,602 shares of iShares US Technology ETF worth $787K as of Q1 2025.
- Transform Wealth sold 249 iShares US Technology ETF shares in Q1 2025, an estimated $38.8K.
- iShares US Technology ETF made up 0.05% of Transform Wealth's portfolio in Q1 2025, its #147 holding.
- Transform Wealth first reported a position in iShares US Technology ETF in Q2 2016 and has held it in 35 quarters since.
- Transform Wealth's iShares US Technology ETF position peaked at $7.97M in Q1 2019.
- 1,095 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2025.
Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.