AE Wealth 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 | $19.3M | Sell |
111,330
-39,028
| -26% | -$6.76M | 0.14% | 167 |
|
|
2025
Q1 | $21.1M | Buy |
150,358
+13,841
| +10% | +$1.94M | 0.18% | 134 |
|
|
2024
Q4 | $21.8M | Sell |
136,517
-37,700
| -22% | -$6.01M | 0.18% | 125 |
|
|
2024
Q3 | $26.4M | Sell |
174,217
-14,860
| -8% | -$2.25M | 0.24% | 104 |
|
|
2024
Q2 | $28.5M | Buy |
189,077
+52,763
| +39% | +$7.94M | 0.28% | 80 |
|
|
2024
Q1 | $18.4M | Sell |
136,314
-137,266
| -50% | -$18.5M | 0.21% | 131 |
|
|
2023
Q4 | $35.4M | Buy |
273,580
+30,449
| +13% | +$3.94M | 0.18% | 119 |
|
|
2023
Q3 | $25.5M | Sell |
243,131
-116,550
| -32% | -$12.2M | 0.15% | 152 |
|
|
2023
Q2 | $39.2M | Buy |
359,681
+30,475
| +9% | +$3.32M | 0.24% | 82 |
|
|
2023
Q1 | $30.6M | Buy |
329,206
+68,856
| +26% | +$6.39M | 0.2% | 114 |
|
|
2022
Q4 | $19.4M | Buy |
260,350
+180,792
| +227% | +$13.5M | 0.14% | 175 |
|
|
2022
Q3 | $5.84M | Sell |
79,558
-12,889
| -14% | -$946K | 0.05% | 396 |
|
|
2022
Q2 | $7.39M | Sell |
92,447
-22,316
| -19% | -$1.78M | 0.06% | 340 |
|
|
2022
Q1 | $11.8M | Sell |
114,763
-12,548
| -10% | -$1.29M | 0.08% | 249 |
|
|
2021
Q4 | $14.6M | Buy |
127,311
+18,341
| +17% | +$2.11M | 0.1% | 202 |
|
|
2021
Q3 | $11M | Buy |
108,970
+41,052
| +60% | +$4.16M | 0.09% | 225 |
|
|
2021
Q2 | $6.75M | Sell |
67,918
-2,587
| -4% | -$257K | 0.06% | 296 |
|
|
2021
Q1 | $6.18M | Sell |
70,505
-4,504
| -6% | -$395K | 0.06% | 278 |
|
|
2020
Q4 | $6.38M | Buy |
75,009
+39,325
| +110% | +$3.35M | 0.07% | 238 |
|
|
2020
Q3 | $2.69M | Buy |
35,684
+19,628
| +122% | +$1.48M | 0.04% | 355 |
|
|
2020
Q2 | $1.08M | Buy |
16,056
+11,272
| +236% | +$760K | 0.02% | 596 |
|
|
2020
Q1 | $244K | Sell |
4,784
-66,536
| -93% | -$3.39M | 0.01% | 939 |
|
|
2019
Q4 | $4.15M | Buy |
71,320
+29,568
| +71% | +$1.72M | 0.09% | 206 |
|
|
2019
Q3 | $2.13M | Sell |
41,752
-42,812
| -51% | -$2.19M | 0.06% | 265 |
|
|
2019
Q2 | $4.18M | Buy |
+84,564
| New | +$4.18M | 0.13% | 142 |
|