WealthCare Investment 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 | $2.05M | Sell |
11,669
-150
| -1% | -$26.3K | 0.74% | 40 |
|
|
2025
Q1 | $1.51M | Buy |
11,819
+1,132
| +11% | +$145K | 0.64% | 42 |
|
|
2024
Q4 | $1.71M | Buy |
10,687
+1,611
| +18% | +$257K | 0.74% | 36 |
|
|
2024
Q3 | $1.36M | Buy |
9,076
+1,685
| +23% | +$253K | 0.6% | 45 |
|
|
2024
Q2 | $1.11M | Buy |
7,391
+2,470
| +50% | +$372K | 0.52% | 53 |
|
|
2024
Q1 | $665K | Buy |
4,921
+2,562
| +109% | +$346K | 0.32% | 67 |
|
|
2023
Q4 | $285K | Buy |
2,359
+252
| +12% | +$30.4K | 0.16% | 101 |
|
|
2023
Q3 | $224K | Hold |
2,107
| – | – | 0.14% | 113 |
|
|
2023
Q2 | $228K | Sell |
2,107
-112
| -5% | -$12.1K | 0.14% | 111 |
|
|
2023
Q1 | $206K | Buy |
+2,219
| New | +$206K | 0.12% | 121 |
|
|
2022
Q4 | – | Sell |
-2,945
| Closed | -$216K | – | 117 |
|
|
2022
Q3 | $216K | Buy |
2,945
+4
| +0.1% | +$293 | 0.18% | 100 |
|
|
2022
Q2 | $235K | Sell |
2,941
-29
| -1% | -$2.32K | 0.2% | 92 |
|
|
2022
Q1 | $288K | Sell |
2,970
-590
| -17% | -$57.2K | 0.26% | 81 |
|
|
2021
Q4 | $409K | Buy |
+3,560
| New | +$409K | 0.4% | 61 |
|