AMG
Advisors Management Group’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Hold |
1,823
| – | – | 0.06% | 123 |
|
|
2025
Q1 | $256K | Hold |
1,823
| – | – | 0.06% | 131 |
|
|
2024
Q4 | $291K | Buy |
1,823
+31
| +2% | +$4.95K | 0.07% | 126 |
|
|
2024
Q3 | $272K | Hold |
1,792
| – | – | 0.06% | 133 |
|
|
2024
Q2 | $270K | Hold |
1,792
| – | – | 0.07% | 132 |
|
|
2024
Q1 | $242K | Sell |
1,792
-409
| -19% | -$55.2K | 0.06% | 137 |
|
|
2023
Q4 | $270K | Hold |
2,201
| – | – | 0.07% | 128 |
|
|
2023
Q3 | $231K | Sell |
2,201
-140
| -6% | -$14.7K | 0.07% | 127 |
|
|
2023
Q2 | $255K | Sell |
2,341
-140
| -6% | -$15.3K | 0.08% | 125 |
|
|
2023
Q1 | $230K | Buy |
+2,481
| New | +$230K | 0.07% | 129 |
|
|
2022
Q2 | – | Sell |
-2,481
| Closed | -$256K | – | 138 |
|
|
2022
Q1 | $256K | Hold |
2,481
| – | – | 0.09% | 111 |
|
|
2021
Q4 | $285K | Hold |
2,481
| – | – | 0.09% | 108 |
|
|
2021
Q3 | $251K | Sell |
2,481
-280
| -10% | -$28.3K | 0.08% | 111 |
|
|
2021
Q2 | $274K | Hold |
2,761
| – | – | 0.08% | 110 |
|
|
2021
Q1 | $242K | Hold |
2,761
| – | – | 0.08% | 109 |
|
|
2020
Q4 | $235K | Buy |
2,761
+2,071
| +300% | +$176K | 0.1% | 93 |
|
|
2020
Q3 | $208K | Sell |
690
-102
| -13% | -$30.7K | 0.09% | 89 |
|
|
2020
Q2 | $214K | Buy |
+792
| New | +$214K | 0.1% | 86 |
|
|
2020
Q1 | – | Sell |
-909
| Closed | -$212K | – | 94 |
|
|
2019
Q4 | $212K | Buy |
+909
| New | +$212K | 0.08% | 91 |
|
|
2018
Q4 | – | Sell |
-1,229
| Closed | -$239K | – | 82 |
|
|
2018
Q3 | $239K | Hold |
1,229
| – | – | 0.11% | 78 |
|
|
2018
Q2 | $219K | Hold |
1,229
| – | – | 0.1% | 78 |
|
|
2018
Q1 | $202K | Hold |
1,229
| – | – | 0.1% | 79 |
|
|
2017
Q4 | $200K | Buy |
+1,229
| New | +$200K | 0.1% | 83 |
|