Verger Capital 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 | $498K | Buy |
2,874
+1
| +0% | +$173 | 0.2% | 14 |
|
|
2025
Q1 | $403K | Buy |
2,873
+2
| +0.1% | +$281 | 0.18% | 14 |
|
|
2024
Q4 | $458K | Buy |
2,871
+1
| +0% | +$160 | 0.23% | 14 |
|
|
2024
Q3 | $435K | Sell |
2,870
-2,865
| -50% | -$434K | 0.22% | 13 |
|
|
2024
Q2 | $863K | Buy |
5,735
+3
| +0.1% | +$451 | 0.44% | 13 |
|
|
2024
Q1 | $774K | Buy |
5,732
+3
| +0.1% | +$405 | 0.4% | 13 |
|
|
2023
Q4 | $703K | Buy |
5,729
+244
| +4% | +$29.9K | 0.39% | 13 |
|
|
2023
Q3 | $575K | Hold |
5,485
| – | – | 0.51% | 13 |
|
|
2023
Q2 | $597K | Sell |
5,485
-961
| -15% | -$105K | 0.37% | 12 |
|
|
2023
Q1 | $598K | Buy |
6,446
+7
| +0.1% | +$650 | 0.32% | 32 |
|
|
2022
Q4 | $480K | Buy |
6,439
+12
| +0.2% | +$894 | 0.27% | 34 |
|
|
2022
Q3 | $472K | Buy |
6,427
+10
| +0.2% | +$734 | 0.31% | 27 |
|
|
2022
Q2 | $513K | Buy |
6,417
+6
| +0.1% | +$480 | 0.38% | 29 |
|
|
2022
Q1 | $661K | Buy |
6,411
+2
| +0% | +$206 | 0.52% | 12 |
|
|
2021
Q4 | $735K | Buy |
6,409
+7
| +0.1% | +$803 | 0.57% | 12 |
|
|
2021
Q3 | $648K | Buy |
6,402
+4
| +0.1% | +$405 | 0.53% | 12 |
|
|
2021
Q2 | $635K | Buy |
6,398
+5
| +0.1% | +$496 | 0.52% | 12 |
|
|
2021
Q1 | $560K | Buy |
6,393
+7
| +0.1% | +$613 | 0.48% | 12 |
|
|
2020
Q4 | $543K | Buy |
6,386
+10
| +0.2% | +$850 | 0.48% | 13 |
|
|
2020
Q3 | $480K | Buy |
6,376
+8
| +0.1% | +$602 | 0.43% | 14 |
|
|
2020
Q2 | $429K | Buy |
+6,368
| New | +$429K | 0.35% | 14 |
|