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