WealthShield 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 | $3.95M | Sell |
22,808
-4,565
| -17% | -$791K | 0.48% | 57 |
|
|
2025
Q1 | $3.84M | Buy |
27,373
+576
| +2% | +$80.9K | 0.49% | 55 |
|
|
2024
Q4 | $4.27M | Sell |
26,797
-722
| -3% | -$115K | 0.61% | 42 |
|
|
2024
Q3 | $4.17M | Sell |
27,519
-3,178
| -10% | -$482K | 0.57% | 44 |
|
|
2024
Q2 | $4.62M | Buy |
30,697
+322
| +1% | +$48.5K | 0.7% | 33 |
|
|
2024
Q1 | $4.1M | Buy |
30,375
+3,211
| +12% | +$434K | 0.66% | 37 |
|
|
2023
Q4 | $3.33M | Buy |
27,164
+5,790
| +27% | +$711K | 0.55% | 43 |
|
|
2023
Q3 | $2.24M | Sell |
21,374
-17,497
| -45% | -$1.84M | 0.34% | 78 |
|
|
2023
Q2 | $4.23M | Buy |
38,871
+731
| +2% | +$79.6K | 0.64% | 38 |
|
|
2023
Q1 | $3.54M | Buy |
38,140
+12,441
| +48% | +$1.15M | 0.57% | 44 |
|
|
2022
Q4 | $1.91M | Buy |
+25,699
| New | +$1.91M | 0.37% | 73 |
|
|
2021
Q2 | – | Sell |
-72
| Closed | -$6K | – | 956 |
|
|
2021
Q1 | $6K | Buy |
+72
| New | +$6K | ﹤0.01% | 920 |
|