WealthPLAN Partners’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-5,813
| Closed | -$1.01M | – | 257 |
|
|
2025
Q2 | $1.01M | Sell |
5,813
-260
| -4% | -$39.4K | 0.16% | 125 |
|
|
2025
Q1 | $853K | Buy |
6,073
+182
| +3% | +$28.3K | 0.12% | 133 |
|
|
2024
Q4 | $940K | Sell |
5,891
-912
| -13% | -$144K | 0.13% | 127 |
|
|
2024
Q3 | $1.03M | Sell |
6,803
-653
| -9% | -$96K | 0.14% | 126 |
|
|
2024
Q2 | $1.12M | Buy |
7,456
+170
| +2% | +$23.5K | 0.12% | 141 |
|
|
2024
Q1 | $984K | Buy |
7,286
+46
| +0.6% | +$5.99K | 0.1% | 155 |
|
|
2023
Q4 | $889K | Buy |
7,240
+3,492
| +93% | +$396K | 0.09% | 163 |
|
|
2023
Q3 | $393K | Sell |
3,748
-2,469
| -40% | -$268K | 0.05% | 232 |
|
|
2023
Q2 | $677K | Sell |
6,217
-2,525
| -29% | -$248K | 0.1% | 160 |
|
|
2023
Q1 | $811K | Buy |
8,742
+1,349
| +18% | +$113K | 0.09% | 162 |
|
|
2022
Q4 | $647K | Buy |
+7,393
| New | +$566K | 0.05% | 221 |
|
|
2022
Q1 | $377K | Sell |
4,207
-185
| -4% | -$18.9K | 0.03% | 283 |
|
|
2021
Q4 | $462K | Sell |
4,392
-223
| -5% | -$24.8K | 0.03% | 261 |
|
|
2021
Q3 | $531K | Buy |
4,615
+1,870
| +68% | +$195K | 0.04% | 246 |
|
|
2021
Q2 | $284K | Buy |
+2,745
| New | +$256K | 0.02% | 300 |
|
|
2018
Q3 | – | Sell |
-4,840
| Closed | -$216K | – | 271 |
|
|
2018
Q2 | $216K | Hold |
4,840
| – | – | 0.04% | 233 |
|
|
2018
Q1 | $204K | Sell |
4,840
-292
| -6% | -$12.6K | 0.04% | 251 |
|
|
2017
Q4 | $209K | Sell |
5,132
-3,120
| -38% | -$125K | 0.06% | 203 |
|
|
2017
Q3 | $309K | Buy |
+8,252
| New | +$302K | 0.09% | 142 |
|
|
2016
Q3 | $58.4K | Buy |
1,972
+900
| +84% | +$25.8K | 0.02% | 311 |
|
|
2016
Q2 | $28 | Buy |
+1,072
| New | +$28.3K | ﹤0.01% | 2467 |
|
Other funds holding IYW
PCH
