Vertex Planning Partners’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 | $2.3M | Sell |
13,273
-2,595
| -16% | -$450K | 0.48% | 42 |
|
|
2025
Q1 | $2.23M | Buy |
15,868
+1,091
| +7% | +$153K | 0.49% | 39 |
|
|
2024
Q4 | $2.36M | Buy |
14,777
+618
| +4% | +$98.6K | 0.52% | 37 |
|
|
2024
Q3 | $2.15M | Sell |
14,159
-247
| -2% | -$37.5K | 0.51% | 32 |
|
|
2024
Q2 | $2.17M | Buy |
14,406
+337
| +2% | +$50.7K | 0.56% | 26 |
|
|
2024
Q1 | $1.9M | Buy |
14,069
+1,365
| +11% | +$184K | 0.53% | 29 |
|
|
2023
Q4 | $1.56M | Buy |
12,704
+1,895
| +18% | +$233K | 0.46% | 30 |
|
|
2023
Q3 | $1.13M | Sell |
10,809
-3,763
| -26% | -$395K | 0.39% | 36 |
|
|
2023
Q2 | $1.59M | Buy |
14,572
+828
| +6% | +$90.1K | 0.54% | 30 |
|
|
2023
Q1 | $1.28M | Buy |
13,744
+2,129
| +18% | +$198K | 0.48% | 33 |
|
|
2022
Q4 | $865K | Buy |
+11,615
| New | +$865K | 0.34% | 39 |
|