WBH Advisory’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 | $4.3M | Sell |
24,811
-2
| -0% | -$347 | 0.37% | 57 |
|
|
2025
Q1 | $3.48M | Sell |
24,813
-746
| -3% | -$105K | 0.33% | 65 |
|
|
2024
Q4 | $4.08M | Sell |
25,559
-456
| -2% | -$72.7K | 0.38% | 60 |
|
|
2024
Q3 | $3.94M | Sell |
26,015
-127
| -0.5% | -$19.3K | 0.37% | 61 |
|
|
2024
Q2 | $3.93M | Sell |
26,142
-805
| -3% | -$121K | 0.4% | 61 |
|
|
2024
Q1 | $3.64M | Buy |
26,947
+1
| +0% | +$135 | 0.37% | 62 |
|
|
2023
Q4 | $3.31M | Sell |
26,946
-1,072
| -4% | -$132K | 0.37% | 63 |
|
|
2023
Q3 | $2.94M | Sell |
28,018
-9
| -0% | -$944 | 0.36% | 64 |
|
|
2023
Q2 | $3.05M | Sell |
28,027
-1,284
| -4% | -$140K | 0.36% | 65 |
|
|
2023
Q1 | $2.72M | Buy |
+29,311
| New | +$2.72M | 0.34% | 68 |
|
|
2022
Q3 | $2.15M | Sell |
29,348
-1,128
| -4% | -$82.8K | 0.31% | 73 |
|
|
2022
Q2 | $2.52M | Sell |
30,476
-190
| -0.6% | -$15.7K | 0.34% | 72 |
|
|
2022
Q1 | $2.87M | Buy |
30,666
+1,788
| +6% | +$167K | 0.35% | 68 |
|
|
2021
Q4 | $3.32M | Buy |
28,878
+8,979
| +45% | +$1.03M | 0.38% | 64 |
|
|
2021
Q3 | $2.02M | Buy |
+19,899
| New | +$2.02M | 0.27% | 82 |
|