West Wealth Group’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 | $12.9M | Sell |
71,060
-5,168
| -7% | -$939K | 3.21% | 13 |
|
|
2025
Q1 | $10.8M | Buy |
76,228
+3,288
| +5% | +$466K | 3.2% | 11 |
|
|
2024
Q4 | $11.6M | Buy |
72,940
+2,125
| +3% | +$339K | 3.47% | 11 |
|
|
2024
Q3 | $10.7M | Buy |
70,815
+1,075
| +2% | +$163K | 3.48% | 11 |
|
|
2024
Q2 | $10.5M | Buy |
69,740
+1,711
| +3% | +$258K | 3.71% | 8 |
|
|
2024
Q1 | $9.19M | Buy |
68,029
+3,700
| +6% | +$500K | 3.4% | 9 |
|
|
2023
Q4 | $7.9M | Buy |
64,329
+13,881
| +28% | +$1.7M | 3.11% | 7 |
|
|
2023
Q3 | $5.29M | Sell |
50,448
-48,331
| -49% | -$5.07M | 2.31% | 10 |
|
|
2023
Q2 | $10.8M | Buy |
98,779
+2,040
| +2% | +$222K | 4.55% | 7 |
|
|
2023
Q1 | $8.98M | Buy |
96,739
+26,003
| +37% | +$2.41M | 4.16% | 8 |
|
|
2022
Q4 | $5.27M | Buy |
70,736
+47,985
| +211% | +$3.57M | 2.62% | 10 |
|
|
2022
Q3 | $1.67M | Buy |
22,751
+440
| +2% | +$32.3K | 0.85% | 18 |
|
|
2022
Q2 | $1.78M | Sell |
22,311
-24,800
| -53% | -$1.98M | 0.83% | 20 |
|
|
2022
Q1 | $4.85M | Sell |
47,111
-12,433
| -21% | -$1.28M | 1.93% | 13 |
|
|
2021
Q4 | $6.84M | Buy |
+59,544
| New | +$6.84M | 2.57% | 12 |
|