Wetzel Investment Advisors’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 | $758K | Sell |
4,376
-100
| -2% | -$17.3K | 0.35% | 46 |
|
|
2025
Q1 | $629K | Buy |
4,476
+64
| +1% | +$8.99K | 0.32% | 55 |
|
|
2024
Q4 | $704K | Buy |
4,412
+47
| +1% | +$7.5K | 0.35% | 53 |
|
|
2024
Q3 | $662K | Buy |
4,365
+140
| +3% | +$21.2K | 0.33% | 56 |
|
|
2024
Q2 | $571K | Hold |
4,225
| – | – | 0.33% | 54 |
|
|
2024
Q1 | $543K | Buy |
4,225
+125
| +3% | +$16.1K | 0.32% | 54 |
|
|
2023
Q4 | $503K | Buy |
+4,100
| New | +$503K | 0.31% | 53 |
|