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

Advisornet Financial’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.04M	Buy	11,228 +358	+3%	+$69.2K	0.11%	165
2025 Q4	$2.17M	Buy	10,870 +606	+6%	+$121K	0.12%	153
2025 Q3	$2.01M	Sell	10,264 -58	-0.6%	-$10.6K	0.11%	160
2025 Q2	$1.79M	Buy	10,322 +544	+6%	+$82.5K	0.12%	176
2025 Q1	$1.37M	Buy	9,778 +955	+11%	+$149K	0.1%	196
2024 Q4	$1.41M	Sell	8,823 -94,395	-91%	-$14.9M	0.12%	170
2024 Q3	$15.6M	Sell	103,218 -364	-0.4%	-$53.5K	1.17%	14
2024 Q2	$15.6M	Buy	103,582 +15,119	+17%	+$2.09M	1.42%	9
2024 Q1	$11.9M	Buy	88,463 +64,198	+265%	+$8.36M	1.15%	13
2023 Q4	$2.98M	Buy	24,265 +8,545	+54%	+$968K	0.27%	91
2023 Q3	$1.65M	Sell	15,720 -7,970	-34%	-$867K	0.15%	145
2023 Q2	$2.58M	Buy	23,690 +505	+2%	+$49.6K	0.22%	110
2023 Q1	$2.15M	Buy	23,185 +4,287	+23%	+$360K	0.2%	122
2022 Q4	$1.41M	Buy	18,898 +12,673	+204%	+$970K	0.14%	162
2022 Q3	$457K	Sell	6,225 -561	-8%	-$47.6K	0.05%	339
2022 Q2	$543K	Sell	6,786 -10,445	-61%	-$924K	0.05%	297
2022 Q1	$1.78M	Sell	17,231 -4,923	-22%	-$503K	0.11%	175
2021 Q4	$2.54M	Buy	22,154 +486	+2%	+$54K	0.16%	129
2021 Q3	$2.19M	Buy	21,668 +21,068	+3,511%	+$2.2M	0.15%	136
2021 Q2	$60K	Hold	600	–	–	﹤0.01%	925
2021 Q1	$53K	Hold	600	–	–	﹤0.01%	925
2020 Q4	$51K	Hold	600	–	–	﹤0.01%	862
2020 Q3	$45K	Hold	600	–	–	﹤0.01%	879
2020 Q2	$40K	Sell	600 -7,904	-93%	-$477K	﹤0.01%	912
2020 Q1	$435K	Sell	8,504 -668	-7%	-$38.7K	0.04%	337
2019 Q4	$533K	Buy	9,172 +668	+8%	+$36.3K	0.05%	319
2019 Q3	$434K	Buy	8,504 +292	+4%	+$14.8K	0.04%	355
2019 Q2	$406K	Buy	8,212 +16	+0.2%	+$782	0.04%	331
2019 Q1	$391K	Sell	8,196 -1,412	-15%	-$62.8K	0.05%	315
2018 Q4	$384K	Hold	9,608	–	–	0.05%	283
2018 Q3	$466K	Sell	9,608 -1,332	-12%	-$63K	0.06%	273
2018 Q2	$487K	Buy	10,940 +100	+0.9%	+$4.42K	0.07%	237
2018 Q1	$456K	Buy	10,840 +404	+4%	+$17.4K	0.06%	241
2017 Q4	$425K	Buy	+10,436	New	+$418K	0.06%	222