Widmann Financial Services’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 | $347K | Hold |
2,000
| – | – | 0.24% | 77 |
|
|
2025
Q1 | $281K | Sell |
2,000
-26
| -1% | -$3.65K | 0.22% | 83 |
|
|
2024
Q4 | $323K | Hold |
2,026
| – | – | 0.25% | 75 |
|
|
2024
Q3 | $307K | Hold |
2,026
| – | – | 0.23% | 75 |
|
|
2024
Q2 | $305K | Hold |
2,026
| – | – | 0.25% | 75 |
|
|
2024
Q1 | $274K | Buy |
2,026
+26
| +1% | +$3.51K | 0.23% | 79 |
|
|
2023
Q4 | $246K | Hold |
2,000
| – | – | 0.22% | 78 |
|
|
2023
Q3 | $210K | Hold |
2,000
| – | – | 0.21% | 79 |
|
|
2023
Q2 | $218K | Buy |
+2,000
| New | +$218K | 0.21% | 76 |
|
|
2022
Q2 | – | Sell |
-2,000
| Closed | -$206K | – | 87 |
|
|
2022
Q1 | $206K | Hold |
2,000
| – | – | 0.18% | 81 |
|
|
2021
Q4 | $229K | Buy |
+2,000
| New | +$229K | 0.19% | 80 |
|