Westwood 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 | $1.73M | Sell |
9,995
-80
| -0.8% | -$13.9K | 0.58% | 20 |
|
|
2025
Q1 | $1.41M | Sell |
10,075
-1,650
| -14% | -$232K | 0.61% | 25 |
|
|
2024
Q4 | $1.87M | Sell |
11,725
-50
| -0.4% | -$7.98K | 0.68% | 17 |
|
|
2024
Q3 | $1.79M | Sell |
11,775
-275
| -2% | -$41.7K | 0.7% | 19 |
|
|
2024
Q2 | $1.81M | Sell |
12,050
-5
| -0% | -$753 | 0.68% | 18 |
|
|
2024
Q1 | $1.63M | Sell |
12,055
-830
| -6% | -$112K | 0.8% | 18 |
|
|
2023
Q4 | $1.58M | Sell |
12,885
-10
| -0.1% | -$1.23K | 1.22% | 14 |
|
|
2023
Q3 | $1.35M | Sell |
12,895
-10
| -0.1% | -$1.05K | 0.89% | 15 |
|
|
2023
Q2 | $1.4M | Sell |
12,905
-10
| -0.1% | -$1.09K | 0.99% | 14 |
|
|
2023
Q1 | $1.2M | Sell |
12,915
-100
| -0.8% | -$9.28K | 1.07% | 15 |
|
|
2022
Q4 | $969K | Buy |
13,015
+65
| +0.5% | +$4.84K | 1.16% | 19 |
|
|
2022
Q3 | $950K | Sell |
12,950
-100
| -0.8% | -$7.34K | 0.85% | 15 |
|
|
2022
Q2 | $1.04M | Sell |
13,050
-1,580
| -11% | -$126K | 1.2% | 13 |
|
|
2022
Q1 | $1.51K | Sell |
14,630
-6,750
| -32% | -$695 | 0.59% | 19 |
|
|
2021
Q4 | $2.46M | Buy |
+21,380
| New | +$2.46M | 1.05% | 16 |
|