WMS Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $257K | Hold |
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|
2024
Q3 | $244K | Hold |
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|
2024
Q2 | $242K | Hold |
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|
2024
Q1 | $218K | Sell |
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|
2023
Q4 | $260K | Hold |
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|
2023
Q3 | $222K | Sell |
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|
2023
Q2 | $255K | Sell |
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|
2023
Q1 | $254K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $220K | Sell |
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|
2022
Q2 | $292K | Hold |
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|
2022
Q1 | $376K | Hold |
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|
2021
Q4 | $419K | Sell |
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|
2021
Q3 | $446K | Hold |
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|
2021
Q2 | $437K | Hold |
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|
2021
Q1 | $386K | Hold |
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|
2020
Q4 | $374K | Hold |
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|
2020
Q3 | $331K | Hold |
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|
2020
Q2 | $297K | Hold |
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|
2020
Q1 | $225K | Hold |
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|
2019
Q4 | $256K | Hold |
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|
2019
Q3 | $225K | Hold |
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|
2019
Q2 | $218K | Hold |
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|
2019
Q1 | $210K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $213K | Buy |
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