Trek Financial’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 | $5.56M | Sell |
32,086
-29,441
| -48% | -$5.1M | 0.37% | 80 |
|
|
2025
Q1 | $8.64M | Buy |
61,527
+31,735
| +107% | +$4.46M | 0.62% | 41 |
|
|
2024
Q4 | $4.75M | Sell |
29,792
-27,462
| -48% | -$4.38M | 0.35% | 74 |
|
|
2024
Q3 | $8.68M | Buy |
57,254
+25,531
| +80% | +$3.87M | 0.65% | 40 |
|
|
2024
Q2 | $4.77M | Sell |
31,723
-1,421
| -4% | -$214K | 0.38% | 67 |
|
|
2024
Q1 | $4.48M | Sell |
33,144
-19,415
| -37% | -$2.62M | 0.35% | 77 |
|
|
2023
Q4 | $6.45M | Buy |
52,559
+28,362
| +117% | +$3.48M | 0.56% | 46 |
|
|
2023
Q3 | $2.54M | Sell |
24,197
-56,719
| -70% | -$5.95M | 0.23% | 92 |
|
|
2023
Q2 | $8.81M | Buy |
80,916
+28,273
| +54% | +$3.08M | 0.78% | 37 |
|
|
2023
Q1 | $4.89M | Buy |
52,643
+15,404
| +41% | +$1.43M | 0.46% | 52 |
|
|
2022
Q4 | $2.77M | Buy |
+37,239
| New | +$2.77M | 0.28% | 77 |
|