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Advisornet Financial’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Buy |
10,322
+544
| +6% | +$94.3K | 0.12% | 176 |
|
|
2025
Q1 | $1.37M | Buy |
9,778
+955
| +11% | +$134K | 0.1% | 196 |
|
|
2024
Q4 | $1.41M | Sell |
8,823
-94,395
| -91% | -$15.1M | 0.12% | 170 |
|
|
2024
Q3 | $15.6M | Sell |
103,218
-364
| -0.4% | -$55.2K | 1.17% | 14 |
|
|
2024
Q2 | $15.6M | Buy |
103,582
+15,119
| +17% | +$2.28M | 1.42% | 9 |
|
|
2024
Q1 | $11.9M | Buy |
88,463
+64,198
| +265% | +$8.67M | 1.15% | 13 |
|
|
2023
Q4 | $2.98M | Buy |
24,265
+8,545
| +54% | +$1.05M | 0.27% | 91 |
|
|
2023
Q3 | $1.65M | Sell |
15,720
-7,970
| -34% | -$836K | 0.15% | 145 |
|
|
2023
Q2 | $2.58M | Buy |
23,690
+505
| +2% | +$55K | 0.22% | 110 |
|
|
2023
Q1 | $2.15M | Buy |
23,185
+4,287
| +23% | +$398K | 0.2% | 122 |
|
|
2022
Q4 | $1.41M | Buy |
18,898
+12,673
| +204% | +$944K | 0.14% | 162 |
|
|
2022
Q3 | $457K | Sell |
6,225
-561
| -8% | -$41.2K | 0.05% | 338 |
|
|
2022
Q2 | $543K | Sell |
6,786
-10,445
| -61% | -$836K | 0.05% | 296 |
|
|
2022
Q1 | $1.78M | Sell |
17,231
-4,923
| -22% | -$507K | 0.11% | 174 |
|
|
2021
Q4 | $2.54M | Buy |
22,154
+486
| +2% | +$55.8K | 0.16% | 129 |
|
|
2021
Q3 | $2.19M | Buy |
21,668
+21,068
| +3,511% | +$2.13M | 0.15% | 136 |
|
|
2021
Q2 | $60K | Hold |
600
| – | – | ﹤0.01% | 918 |
|
|
2021
Q1 | $53K | Hold |
600
| – | – | ﹤0.01% | 918 |
|
|
2020
Q4 | $51K | Buy |
600
+450
| +300% | +$38.3K | ﹤0.01% | 857 |
|
|
2020
Q3 | $45K | Hold |
150
| – | – | ﹤0.01% | 873 |
|
|
2020
Q2 | $40K | Sell |
150
-1,976
| -93% | -$527K | ﹤0.01% | 905 |
|
|
2020
Q1 | $435K | Sell |
2,126
-167
| -7% | -$34.2K | 0.04% | 336 |
|
|
2019
Q4 | $533K | Buy |
2,293
+167
| +8% | +$38.8K | 0.05% | 319 |
|
|
2019
Q3 | $434K | Buy |
2,126
+73
| +4% | +$14.9K | 0.04% | 355 |
|
|
2019
Q2 | $406K | Buy |
2,053
+4
| +0.2% | +$791 | 0.04% | 331 |
|
|
2019
Q1 | $391K | Sell |
2,049
-353
| -15% | -$67.4K | 0.05% | 315 |
|
|
2018
Q4 | $384K | Hold |
2,402
| – | – | 0.05% | 283 |
|
|
2018
Q3 | $466K | Sell |
2,402
-333
| -12% | -$64.6K | 0.06% | 273 |
|
|
2018
Q2 | $487K | Buy |
2,735
+25
| +0.9% | +$4.45K | 0.07% | 237 |
|
|
2018
Q1 | $456K | Buy |
2,710
+101
| +4% | +$17K | 0.06% | 241 |
|
|
2017
Q4 | $425K | Buy |
+2,609
| New | +$425K | 0.06% | 222 |
|