XML Financial’s iShares US Technology ETF IYW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$581K Sell
3,352
-14
-0.4% -$2.43K 0.05% 223
2025
Q1
$473K Sell
3,366
-1,030
-23% -$145K 0.04% 230
2024
Q4
$701K Buy
4,396
+73
+2% +$11.6K 0.06% 198
2024
Q3
$655K Sell
4,323
-16
-0.4% -$2.43K 0.06% 203
2024
Q2
$653K Hold
4,339
0.07% 197
2024
Q1
$586K Buy
4,339
+1
+0% +$135 0.06% 207
2023
Q4
$533K Buy
4,338
+2
+0% +$246 0.06% 209
2023
Q3
$455K Hold
4,336
0.05% 210
2023
Q2
$472K Buy
4,336
+1
+0% +$109 0.05% 221
2023
Q1
$402K Buy
4,335
+1
+0% +$93 0.05% 231
2022
Q4
$323K Sell
4,334
-64
-1% -$4.77K 0.04% 248
2022
Q3
$323K Buy
4,398
+1
+0% +$73 0.04% 238
2022
Q2
$352K Sell
4,397
-211
-5% -$16.9K 0.08% 166
2022
Q1
$475K Hold
4,608
0.06% 213
2021
Q4
$529K Sell
4,608
-119
-3% -$13.7K 0.06% 197
2021
Q3
$479K Buy
4,727
+1
+0% +$101 0.06% 199
2021
Q2
$470K Buy
4,726
+1,054
+29% +$105K 0.1% 146
2021
Q1
$322K Sell
3,672
-1,064
-22% -$93.3K 0.08% 163
2020
Q4
$403K Buy
4,736
+1,040
+28% +$88.5K 0.1% 143
2020
Q3
$278K Sell
3,696
-1,060
-22% -$79.7K 0.09% 156
2020
Q2
$321K Buy
+4,756
New +$321K 0.11% 140