WhitTier Trust Company’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 | $125K | Hold |
720
| – | – | ﹤0.01% | 585 |
|
|
2025
Q1 | $101K | Hold |
720
| – | – | ﹤0.01% | 619 |
|
|
2024
Q4 | $115K | Hold |
720
| – | – | ﹤0.01% | 581 |
|
|
2024
Q3 | $109K | Buy |
+720
| New | +$109K | ﹤0.01% | 584 |
|
|
2024
Q1 | – | Sell |
-2,000
| Closed | -$246K | – | 1235 |
|
|
2023
Q4 | $246K | Hold |
2,000
| – | – | 0.01% | 433 |
|
|
2023
Q3 | $210K | Sell |
2,000
-600
| -23% | -$63K | 0.01% | 445 |
|
|
2023
Q2 | $283K | Hold |
2,600
| – | – | 0.01% | 415 |
|
|
2023
Q1 | $241K | Hold |
2,600
| – | – | 0.01% | 435 |
|
|
2022
Q4 | $194K | Sell |
2,600
-100
| -4% | -$7.45K | 0.01% | 469 |
|
|
2022
Q3 | $198K | Hold |
2,700
| – | – | 0.01% | 467 |
|
|
2022
Q2 | $216K | Hold |
2,700
| – | – | 0.01% | 453 |
|
|
2022
Q1 | $278K | Hold |
2,700
| – | – | 0.01% | 422 |
|
|
2021
Q4 | $310K | Hold |
2,700
| – | – | 0.01% | 408 |
|
|
2021
Q3 | $273K | Hold |
2,700
| – | – | 0.01% | 415 |
|
|
2021
Q2 | $268K | Hold |
2,700
| – | – | 0.01% | 415 |
|
|
2021
Q1 | $237K | Hold |
2,700
| – | – | 0.01% | 424 |
|
|
2020
Q4 | $230K | Hold |
2,700
| – | – | 0.01% | 412 |
|
|
2020
Q3 | $203K | Hold |
2,700
| – | – | 0.01% | 422 |
|
|
2020
Q2 | $182K | Hold |
2,700
| – | – | 0.01% | 409 |
|
|
2020
Q1 | $138K | Hold |
2,700
| – | – | 0.01% | 427 |
|
|
2019
Q4 | $157K | Hold |
2,700
| – | – | 0.01% | 418 |
|
|
2019
Q3 | $138K | Hold |
2,700
| – | – | 0.01% | 430 |
|
|
2019
Q2 | $134K | Hold |
2,700
| – | – | 0.01% | 428 |
|
|
2019
Q1 | $129K | Hold |
2,700
| – | – | 0.01% | 433 |
|
|
2018
Q4 | $108K | Hold |
2,700
| – | – | 0.01% | 444 |
|
|
2018
Q3 | $131K | Hold |
2,700
| – | – | 0.01% | 442 |
|
|
2018
Q2 | $120K | Hold |
2,700
| – | – | 0.01% | 453 |
|
|
2018
Q1 | $114K | Buy |
+2,700
| New | +$114K | 0.01% | 457 |
|