Williams Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-16,716
| Closed | -$2.05M | – | 32 |
|
|
2023
Q4 | $2.05M | Sell |
16,716
-82
| -0.5% | -$10.1K | 1.49% | 15 |
|
|
2023
Q3 | $1.76M | Sell |
16,798
-13,797
| -45% | -$1.45M | 1.34% | 17 |
|
|
2023
Q2 | $3.33M | Buy |
30,595
+1,170
| +4% | +$127K | 2.48% | 11 |
|
|
2023
Q1 | $2.73M | Buy |
+29,425
| New | +$2.73M | 2.13% | 12 |
|