Unionview LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $291K | Hold |
1,824
| – | – | 0.21% | 66 |
|
|
2024
Q3 | $277K | Hold |
1,824
| – | – | 0.22% | 71 |
|
|
2024
Q2 | $275K | Hold |
1,824
| – | – | 0.22% | 67 |
|
|
2024
Q1 | $246K | Sell |
1,824
-520
| -22% | -$70.2K | 0.2% | 74 |
|
|
2023
Q4 | $288K | Hold |
2,344
| – | – | 0.26% | 63 |
|
|
2023
Q3 | $246K | Hold |
2,344
| – | – | 0.23% | 70 |
|
|
2023
Q2 | $255K | Hold |
2,344
| – | – | 0.23% | 71 |
|
|
2023
Q1 | $218K | Buy |
+2,344
| New | +$218K | 0.2% | 78 |
|
|
2022
Q3 | – | Sell |
-2,524
| Closed | -$202K | – | 73 |
|
|
2022
Q2 | $202K | Hold |
2,524
| – | – | 0.23% | 75 |
|
|
2022
Q1 | $260K | Hold |
2,524
| – | – | 0.24% | 68 |
|
|
2021
Q4 | $290K | Buy |
+2,524
| New | +$290K | 0.27% | 65 |
|