Waddell & Associates’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 | $2.27M | Sell |
13,098
-15
| -0.1% | -$2.6K | 0.24% | 35 |
|
2025
Q1 | $1.84M | Buy |
13,113
+15
| +0.1% | +$2.11K | 0.22% | 35 |
|
2024
Q4 | $2.09M | Hold |
13,098
| – | – | 0.21% | 34 |
|
2024
Q3 | $1.99M | Hold |
13,098
| – | – | 0.24% | 34 |
|
2024
Q2 | $1.97M | Buy |
13,098
+8
| +0.1% | +$1.2K | 0.26% | 33 |
|
2024
Q1 | $1.77M | Hold |
13,090
| – | – | 0.24% | 33 |
|
2023
Q4 | $1.61M | Buy |
13,090
+6,744
| +106% | +$828K | 0.22% | 37 |
|
2023
Q3 | $666K | Buy |
6,346
+2,319
| +58% | +$243K | 0.1% | 64 |
|
2023
Q2 | $438K | Buy |
+4,027
| New | +$438K | 0.06% | 86 |
|