Westside Investment 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 | $1.18M | Sell |
6,836
-58
| -0.8% | -$10K | 0.22% | 104 |
|
|
2025
Q1 | $970K | Sell |
6,894
-7
| -0.1% | -$985 | 0.21% | 111 |
|
|
2024
Q4 | $1.1M | Hold |
6,901
| – | – | 0.23% | 104 |
|
|
2024
Q3 | $1.03M | Buy |
6,901
+116
| +2% | +$17.4K | 0.22% | 110 |
|
|
2024
Q2 | $1.02M | Sell |
6,785
-116
| -2% | -$17.5K | 0.23% | 106 |
|
|
2024
Q1 | $933K | Sell |
6,901
-156
| -2% | -$21.1K | 0.22% | 110 |
|
|
2023
Q4 | $866K | Buy |
7,057
+1
| +0% | +$123 | 0.22% | 109 |
|
|
2023
Q3 | $740K | Hold |
7,056
| – | – | 0.21% | 111 |
|
|
2023
Q2 | $768K | Hold |
7,056
| – | – | 0.22% | 109 |
|
|
2023
Q1 | $655K | Hold |
7,056
| – | – | 0.19% | 113 |
|
|
2022
Q4 | $94.8K | Buy |
7,056
+771
| +12% | +$10.4K | 0.23% | 89 |
|
|
2022
Q3 | $94K | Hold |
6,285
| – | – | 0.22% | 94 |
|
|
2022
Q2 | $132K | Buy |
6,285
+441
| +8% | +$9.23K | 0.3% | 73 |
|
|
2022
Q1 | $132K | Sell |
5,844
-150
| -3% | -$3.38K | 0.29% | 74 |
|
|
2021
Q4 | $131K | Sell |
5,994
-364
| -6% | -$7.98K | 0.3% | 71 |
|
|
2021
Q3 | $131K | Buy |
6,358
+51
| +0.8% | +$1.05K | 0.3% | 72 |
|
|
2021
Q2 | $127K | Hold |
6,307
| – | – | 0.3% | 72 |
|
|
2021
Q1 | $112K | Sell |
6,307
-59
| -0.9% | -$1.05K | 0.3% | 70 |
|
|
2020
Q4 | $109K | Sell |
6,366
-38
| -0.6% | -$651 | 0.3% | 63 |
|
|
2020
Q3 | $96.4K | Hold |
6,404
| – | – | 0.04% | 62 |
|
|
2020
Q2 | $86.4K | Hold |
6,404
| – | – | 0.05% | 56 |
|
|
2020
Q1 | $65.5K | Buy |
+6,404
| New | +$65.5K | 0.04% | 71 |
|
|
2019
Q2 | $63.7K | Buy |
+7,204
| New | +$63.7K | 0.14% | 35 |
|
|
2018
Q4 | $381K | Sell |
9,484
-208
| -2% | -$8.36K | 0.14% | 107 |
|
|
2018
Q3 | $466K | Buy |
9,692
+4
| +0% | +$192 | 0.15% | 87 |
|
|
2018
Q2 | $439K | Buy |
9,688
+980
| +11% | +$44.4K | 0.15% | 91 |
|
|
2018
Q1 | $357K | Buy |
8,708
+400
| +5% | +$16.4K | 0.2% | 112 |
|
|
2017
Q4 | $354K | Buy |
8,308
+16
| +0.2% | +$681 | 0.19% | 113 |
|
|
2017
Q3 | $317K | Buy |
8,292
+88
| +1% | +$3.37K | 0.19% | 106 |
|
|
2017
Q2 | $291K | Sell |
8,204
-1,280
| -13% | -$45.3K | 0.19% | 107 |
|
|
2017
Q1 | $319K | Buy |
9,484
+4,140
| +77% | +$139K | 0.15% | 99 |
|
|
2016
Q4 | $166K | Buy |
+5,344
| New | +$166K | 0.11% | 103 |
|