Wilbanks Smith & Thomas Asset Management’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $370K | Hold |
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|
2023
Q4 | $336K | Hold |
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|
2023
Q3 | $287K | Sell |
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|
2023
Q2 | $302K | Sell |
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|
2023
Q1 | $260K | Sell |
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|
2022
Q4 | $255K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $226K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $205K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $62K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $558K | Buy |
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