Tyler-Stone Wealth Management’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 | $220K | Buy |
+1,268
| New | +$220K | 0.04% | 315 |
|
|
2025
Q1 | – | Sell |
-1,268
| Closed | -$202K | – | 328 |
|
|
2024
Q4 | $202K | Buy |
+1,268
| New | +$202K | 0.04% | 312 |
|
|
2024
Q3 | – | Sell |
-634
| Closed | -$95.4K | – | 605 |
|
|
2024
Q2 | $95.4K | Sell |
634
-40
| -6% | -$6.02K | 0.04% | 288 |
|
|
2024
Q1 | $91K | Sell |
674
-15
| -2% | -$2.03K | 0.04% | 284 |
|
|
2023
Q4 | $84.6K | Hold |
689
| – | – | 0.04% | 284 |
|
|
2023
Q3 | $72K | Hold |
689
| – | – | 0.04% | 294 |
|
|
2023
Q2 | $75K | Buy |
+689
| New | +$75K | 0.04% | 281 |
|
|
2022
Q4 | $53K | Sell |
710
-110
| -13% | -$8.21K | 0.04% | 308 |
|
|
2022
Q3 | $60K | Hold |
820
| – | – | 0.05% | 273 |
|
|
2022
Q2 | $66K | Hold |
820
| – | – | 0.04% | 288 |
|
|
2022
Q1 | $84K | Hold |
820
| – | – | 0.05% | 275 |
|
|
2021
Q4 | $94K | Buy |
+820
| New | +$94K | 0.05% | 281 |
|