Advance Capital Management’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $717K | Hold |
4,137
| – | – | 0.03% | 82 |
|
2025
Q1 | $581K | Hold |
4,137
| – | – | 0.03% | 93 |
|
2024
Q4 | $660K | Buy |
4,137
+254
| +7% | +$40.5K | 0.03% | 76 |
|
2024
Q3 | $589K | Hold |
3,883
| – | – | 0.03% | 82 |
|
2024
Q2 | $584K | Sell |
3,883
-115
| -3% | -$17.3K | 0.03% | 77 |
|
2024
Q1 | $540K | Buy |
+3,998
| New | +$540K | 0.04% | 81 |
|