Allworth Financial’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 | $1.66M | Buy |
9,609
+1,496
| +18% | +$259K | 0.01% | 525 |
|
|
2025
Q1 | $1.14M | Buy |
8,113
+112
| +1% | +$15.7K | 0.01% | 495 |
|
|
2024
Q4 | $1.33M | Sell |
8,001
-101
| -1% | -$16.8K | 0.01% | 471 |
|
|
2024
Q3 | $1.23M | Sell |
8,102
-1,893
| -19% | -$287K | 0.01% | 402 |
|
|
2024
Q2 | $1.48M | Sell |
9,995
-1,049
| -9% | -$155K | 0.01% | 376 |
|
|
2024
Q1 | $1.49M | Sell |
11,044
-2,182
| -16% | -$295K | 0.01% | 353 |
|
|
2023
Q4 | $1.62M | Sell |
13,226
-3,392
| -20% | -$416K | 0.01% | 338 |
|
|
2023
Q3 | $1.74M | Sell |
16,618
-27,540
| -62% | -$2.89M | 0.01% | 292 |
|
|
2023
Q2 | $4.81M | Sell |
44,158
-24,939
| -36% | -$2.72M | 0.04% | 172 |
|
|
2023
Q1 | $6.41M | Buy |
69,097
+63,541
| +1,144% | +$5.9M | 0.06% | 134 |
|
|
2022
Q4 | $414K | Buy |
5,556
+79
| +1% | +$5.89K | ﹤0.01% | 494 |
|
|
2022
Q3 | $402K | Hold |
5,477
| – | – | 0.01% | 467 |
|
|
2022
Q2 | $438K | Sell |
5,477
-740
| -12% | -$59.2K | 0.01% | 421 |
|
|
2022
Q1 | $641K | Sell |
6,217
-383
| -6% | -$39.5K | 0.01% | 357 |
|
|
2021
Q4 | $758K | Hold |
6,600
| – | – | 0.01% | 323 |
|
|
2021
Q3 | $668K | Hold |
6,600
| – | – | 0.01% | 292 |
|
|
2021
Q2 | $656K | Buy |
6,600
+1,500
| +29% | +$149K | 0.01% | 229 |
|
|
2021
Q1 | $447K | Hold |
5,100
| – | – | 0.01% | 255 |
|
|
2020
Q4 | $434K | Hold |
5,100
| – | – | 0.01% | 199 |
|
|
2020
Q3 | $384K | Hold |
5,100
| – | – | 0.01% | 177 |
|
|
2020
Q2 | $344K | Sell |
5,100
-100
| -2% | -$6.75K | 0.01% | 182 |
|
|
2020
Q1 | $266K | Buy |
5,200
+5,100
| +5,100% | +$261K | 0.01% | 213 |
|
|
2019
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 731 |
|
|
2019
Q3 | $5K | Sell |
100
-60
| -38% | -$3K | ﹤0.01% | 679 |
|
|
2019
Q2 | $8K | Hold |
160
| – | – | ﹤0.01% | 611 |
|
|
2019
Q1 | $8K | Buy |
+160
| New | +$8K | ﹤0.01% | 606 |
|