TrueWealth Advisors’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
Q3 | $721K | Sell |
|
|||||
|
2025
Q2 | $708K | Sell |
|
|||||
|
2025
Q1 | $587K | Sell |
|
|||||
|
2024
Q4 | $807K | Buy |
|
|||||
|
2024
Q3 | $760K | Sell |
|
|||||
|
2024
Q2 | $804K | Sell |
|
|||||
|
2024
Q1 | $731K | Sell |
|
|||||
|
2023
Q4 | $701K | Buy |
|
|||||
|
2023
Q3 | $564K | Sell |
|
|||||
|
2023
Q2 | $722K | Sell |
|
|||||
|
2023
Q1 | $646K | Buy |
|
|||||
|
2022
Q4 | $496K | Buy |
|
|||||
|
2022
Q3 | $417K | Sell |
|
|||||
|
2022
Q2 | $570K | Sell |
|
|||||
|
2022
Q1 | $1.75M | Hold |
|
|||||
|
2021
Q4 | $1.75M | Buy |
|
|||||
|
2021
Q3 | $1.47M | Buy |
|
|||||
|
2021
Q2 | $1.35M | Buy |
|
|||||
|
2021
Q1 | $1.18M | Buy |
|
|||||
|
2020
Q4 | $1.01M | Buy |
|