WealthBridge 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 | $5.84M | Sell |
33,701
-965
| -3% | -$167K | 1.48% | 15 |
|
|
2025
Q1 | $4.87M | Sell |
34,666
-662
| -2% | -$93K | 1.38% | 15 |
|
|
2024
Q4 | $5.64M | Sell |
35,328
-377
| -1% | -$60.1K | 1.57% | 14 |
|
|
2024
Q3 | $5.41M | Sell |
35,705
-358
| -1% | -$54.3K | 1.55% | 15 |
|
|
2024
Q2 | $5.43M | Sell |
36,063
-227
| -0.6% | -$34.2K | 1.79% | 13 |
|
|
2024
Q1 | $4.9M | Sell |
36,290
-974
| -3% | -$132K | 1.65% | 15 |
|
|
2023
Q4 | $4.57M | Sell |
37,264
-2,463
| -6% | -$302K | 1.71% | 13 |
|
|
2023
Q3 | $4.17M | Buy |
39,727
+3,539
| +10% | +$371K | 1.72% | 13 |
|
|
2023
Q2 | $3.94M | Sell |
36,188
-1,639
| -4% | -$178K | 1.57% | 14 |
|
|
2023
Q1 | $3.51M | Sell |
37,827
-881
| -2% | -$81.8K | 1.4% | 17 |
|
|
2022
Q4 | $2.88M | Sell |
38,708
-844
| -2% | -$62.9K | 1.2% | 19 |
|
|
2022
Q3 | $3.16M | Hold |
39,552
| – | – | 1.35% | 17 |
|
|
2022
Q2 | $3.16M | Sell |
39,552
-4,539
| -10% | -$363K | 1.35% | 17 |
|
|
2022
Q1 | $4.54M | Buy |
44,091
+2,590
| +6% | +$267K | 1.7% | 11 |
|
|
2021
Q4 | $4.77M | Sell |
41,501
-907
| -2% | -$104K | 1.78% | 12 |
|
|
2021
Q3 | $4.29M | Sell |
42,408
-50
| -0.1% | -$5.06K | 1.6% | 17 |
|
|
2021
Q2 | $4.22M | Sell |
42,458
-4,204
| -9% | -$418K | 1.54% | 17 |
|
|
2021
Q1 | $4.09M | Sell |
46,662
-1,262
| -3% | -$111K | 1.67% | 16 |
|
|
2020
Q4 | $4.08M | Sell |
47,924
-3,384
| -7% | -$288K | 1.78% | 13 |
|
|
2020
Q3 | $3.86M | Sell |
51,308
-3,416
| -6% | -$257K | 1.98% | 13 |
|
|
2020
Q2 | $3.69M | Sell |
54,724
-1,000
| -2% | -$67.4K | 2.09% | 11 |
|
|
2020
Q1 | $2.85M | Buy |
55,724
+924
| +2% | +$47.2K | 1.98% | 12 |
|
|
2019
Q4 | $3.19M | Buy |
54,800
+120
| +0.2% | +$6.98K | 2.06% | 11 |
|
|
2019
Q3 | $2.79M | Buy |
54,680
+180
| +0.3% | +$9.19K | 2.01% | 11 |
|
|
2019
Q2 | $2.18M | Sell |
54,500
-940
| -2% | -$37.6K | 1.99% | 12 |
|
|
2019
Q1 | $2.72M | Buy |
55,440
+940
| +2% | +$46.2K | 1.73% | 11 |
|
|
2018
Q4 | $2.18M | Buy |
+54,500
| New | +$2.18M | 1.66% | 12 |
|