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 |
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|
2024
Q4 | $933K | Sell |
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|
2024
Q3 | $944K | Hold |
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|
2024
Q2 | $937K | Hold |
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|
2024
Q1 | $841K | Sell |
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|
2023
Q4 | $765K | Sell |
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|
2023
Q3 | $788K | Buy |
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|
2023
Q2 | $816K | Buy |
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|
2023
Q1 | $696K | Hold |
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|
2022
Q4 | $559K | Hold |
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|
2022
Q3 | $550K | Sell |
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|
2022
Q2 | $628K | Buy |
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|
2022
Q1 | $772K | Sell |
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|
2021
Q4 | $878K | Buy |
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|
2021
Q3 | $773K | Sell |
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|
2021
Q2 | $811K | Sell |
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|
2021
Q1 | $737K | Sell |
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|
2020
Q4 | $2.03M | Sell |
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|
2020
Q3 | $1.84M | Buy |
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|
2020
Q2 | $1.06M | Sell |
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|
2020
Q1 | $4.68M | Buy |
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|
2019
Q4 | $5.29M | Sell |
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|
2019
Q3 | $4.86M | Sell |
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|
2019
Q2 | $7.5M | Sell |
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|
2019
Q1 | $7.97M | Buy |
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|
2018
Q4 | $6.67M | Buy |
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|
2018
Q3 | $6.69M | Buy |
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|
2018
Q2 | $5.78M | Buy |
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|
2018
Q1 | $5M | Buy |
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|
2017
Q4 | $4.56M | Buy |
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|
2017
Q3 | $3.92M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $3.25M | Buy |
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|
2016
Q4 | $2.9M | Buy |
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|
2016
Q3 | $2.81M | Buy |
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|
2016
Q2 | $2.37M | Buy |
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