Western Wealth 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 | $4.08M | Buy |
23,553
+995
| +4% | +$172K | 0.24% | 86 |
|
|
2025
Q1 | $3.17M | Buy |
22,558
+525
| +2% | +$73.7K | 0.21% | 98 |
|
|
2024
Q4 | $3.51M | Sell |
22,033
-4,306
| -16% | -$687K | 0.23% | 84 |
|
|
2024
Q3 | $3.99M | Buy |
26,339
+10,034
| +62% | +$1.52M | 0.23% | 91 |
|
|
2024
Q2 | $2.45M | Buy |
16,305
+12,126
| +290% | +$1.82M | 0.18% | 112 |
|
|
2024
Q1 | $564K | Sell |
4,179
-9,281
| -69% | -$1.25M | 0.04% | 341 |
|
|
2023
Q4 | $1.65M | Buy |
13,460
+5,460
| +68% | +$670K | 0.12% | 177 |
|
|
2023
Q3 | $839K | Buy |
8,000
+2,030
| +34% | +$213K | 0.07% | 282 |
|
|
2023
Q2 | $650K | Buy |
5,970
+650
| +12% | +$70.8K | 0.06% | 323 |
|
|
2023
Q1 | $494K | Buy |
5,320
+1,209
| +29% | +$112K | 0.05% | 373 |
|
|
2022
Q4 | $306K | Sell |
4,111
-532
| -11% | -$39.6K | 0.03% | 455 |
|
|
2022
Q3 | $352K | Buy |
+4,643
| New | +$352K | 0.02% | 589 |
|
|
2022
Q2 | – | Sell |
-3,768
| Closed | -$388K | – | 821 |
|
|
2022
Q1 | $388K | Sell |
3,768
-235
| -6% | -$24.2K | 0.02% | 602 |
|
|
2021
Q4 | $460K | Buy |
+4,003
| New | +$460K | 0.05% | 347 |
|
|
2021
Q2 | $245K | Buy |
2,468
+120
| +5% | +$11.9K | 0.03% | 549 |
|
|
2021
Q1 | $206K | Sell |
2,348
-60
| -2% | -$5.26K | 0.03% | 496 |
|
|
2020
Q4 | $205K | Sell |
2,408
-1,640
| -41% | -$140K | 0.03% | 444 |
|
|
2020
Q3 | $305K | Buy |
4,048
+392
| +11% | +$29.5K | 0.05% | 330 |
|
|
2020
Q2 | $247K | Buy |
+3,656
| New | +$247K | 0.04% | 350 |
|
|
2020
Q1 | – | Sell |
-3,496
| Closed | -$204K | – | 398 |
|
|
2019
Q4 | $204K | Buy |
+3,496
| New | +$204K | 0.03% | 383 |
|