UCMOK
United Capital Management of KS’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $715K | Sell |
4,128
-66
| -2% | -$11.4K | 0.11% | 74 |
|
|
2025
Q1 | $589K | Sell |
4,194
-77
| -2% | -$10.8K | 0.12% | 65 |
|
|
2024
Q4 | $681K | Sell |
4,271
-61
| -1% | -$9.73K | 0.12% | 64 |
|
|
2024
Q3 | $657K | Sell |
4,332
-22
| -0.5% | -$3.34K | 0.14% | 60 |
|
|
2024
Q2 | $655K | Sell |
4,354
-133
| -3% | -$20K | 0.14% | 58 |
|
|
2024
Q1 | $606K | Sell |
4,487
-521
| -10% | -$70.4K | 0.14% | 63 |
|
|
2023
Q4 | $615K | Sell |
5,008
-273
| -5% | -$33.5K | 0.19% | 60 |
|
|
2023
Q3 | $554K | Sell |
5,281
-68
| -1% | -$7.14K | 0.19% | 61 |
|
|
2023
Q2 | $582K | Sell |
5,349
-123
| -2% | -$13.4K | 0.19% | 62 |
|
|
2023
Q1 | $508K | Sell |
5,472
-320
| -6% | -$29.7K | 0.19% | 63 |
|
|
2022
Q4 | $431K | Sell |
5,792
-1,273
| -18% | -$94.8K | 0.18% | 66 |
|
|
2022
Q3 | $518K | Sell |
7,065
-326
| -4% | -$23.9K | 0.24% | 66 |
|
|
2022
Q2 | $591K | Sell |
7,391
-544
| -7% | -$43.5K | 0.28% | 62 |
|
|
2022
Q1 | $818K | Sell |
7,935
-444
| -5% | -$45.8K | 0.32% | 64 |
|
|
2021
Q4 | $962K | Sell |
8,379
-824
| -9% | -$94.6K | 0.36% | 65 |
|
|
2021
Q3 | $932K | Sell |
9,203
-67
| -0.7% | -$6.79K | 0.38% | 64 |
|
|
2021
Q2 | $921K | Sell |
9,270
-724
| -7% | -$71.9K | 0.38% | 66 |
|
|
2021
Q1 | $877K | Sell |
9,994
-204
| -2% | -$17.9K | 0.4% | 63 |
|
|
2020
Q4 | $868K | Buy |
10,198
+7,215
| +242% | +$614K | 0.4% | 61 |
|
|
2020
Q3 | $898K | Sell |
2,983
-228
| -7% | -$68.6K | 0.47% | 56 |
|
|
2020
Q2 | $866K | Sell |
3,211
-1,169
| -27% | -$315K | 0.51% | 57 |
|
|
2020
Q1 | $895K | Sell |
4,380
-360
| -8% | -$73.6K | 0.75% | 43 |
|
|
2019
Q4 | $1.1M | Sell |
4,740
-285
| -6% | -$66.3K | 0.7% | 49 |
|
|
2019
Q3 | $1.03M | Sell |
5,025
-302
| -6% | -$61.6K | 0.75% | 44 |
|
|
2019
Q2 | $1.07M | Buy |
5,327
+7
| +0.1% | +$1.41K | 0.81% | 45 |
|
|
2019
Q1 | $1.09M | Sell |
5,320
-194
| -4% | -$39.7K | 0.85% | 46 |
|
|
2018
Q4 | $882K | Sell |
5,514
-104
| -2% | -$16.6K | 0.82% | 44 |
|
|
2018
Q3 | $1.07M | Buy |
+5,618
| New | +$1.07M | 0.86% | 37 |
|