Acorn Wealth Advisors’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
Q2
$340K Buy
2025
Q1
Sell
2024
Q4
$214K Hold
2024
Q3
$203K Sell
2024
Q2
$295K Buy
2024
Q1
$217K Buy
2020
Q1
Sell
2019
Q4
$279K Buy
2019
Q3
$259K Sell
2019
Q2
$246K Sell
2019
Q1
$247K Sell
2018
Q4
$235K Hold
2018
Q3
$256K Sell
2018
Q2
$276K Hold
2018
Q1
$260K Hold
2017
Q4
$260K Buy