TrueWealth Advisors’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 | $708K | Sell |
4,087
-92
| -2% | -$15.9K | 0.21% | 86 |
|
|
2025
Q1 | $587K | Sell |
4,179
-882
| -17% | -$124K | 0.19% | 96 |
|
|
2024
Q4 | $807K | Buy |
5,061
+46
| +0.9% | +$7.34K | 0.27% | 77 |
|
|
2024
Q3 | $760K | Sell |
5,015
-330
| -6% | -$50K | 0.25% | 80 |
|
|
2024
Q2 | $804K | Sell |
5,345
-64
| -1% | -$9.63K | 0.3% | 69 |
|
|
2024
Q1 | $731K | Sell |
5,409
-303
| -5% | -$40.9K | 0.28% | 67 |
|
|
2023
Q4 | $701K | Buy |
5,712
+338
| +6% | +$41.5K | 0.27% | 65 |
|
|
2023
Q3 | $564K | Sell |
5,374
-1,254
| -19% | -$132K | 0.24% | 76 |
|
|
2023
Q2 | $722K | Sell |
6,628
-330
| -5% | -$35.9K | 0.3% | 64 |
|
|
2023
Q1 | $646K | Buy |
6,958
+302
| +5% | +$28K | 0.27% | 70 |
|
|
2022
Q4 | $496K | Buy |
6,656
+969
| +17% | +$72.2K | 0.22% | 79 |
|
|
2022
Q3 | $417K | Sell |
5,687
-1,446
| -20% | -$106K | 0.2% | 87 |
|
|
2022
Q2 | $570K | Sell |
7,133
-8,075
| -53% | -$645K | 0.27% | 78 |
|
|
2022
Q1 | $1.75M | Hold |
15,208
| – | – | 0.78% | 32 |
|
|
2021
Q4 | $1.75M | Buy |
15,208
+648
| +4% | +$74.4K | 0.78% | 32 |
|
|
2021
Q3 | $1.47M | Buy |
14,560
+1,011
| +7% | +$102K | 0.83% | 28 |
|
|
2021
Q2 | $1.35M | Buy |
13,549
+839
| +7% | +$83.4K | 0.79% | 29 |
|
|
2021
Q1 | $1.18M | Buy |
12,710
+819
| +7% | +$76.2K | 0.77% | 28 |
|
|
2020
Q4 | $1.01M | Buy |
+11,891
| New | +$1.01M | 0.87% | 33 |
|