Ancora Advisors’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 | $6.12M | Buy |
35,311
+2,642
| +8% | +$458K | 0.13% | 156 |
|
|
2025
Q1 | $4.59M | Buy |
32,669
+4,338
| +15% | +$609K | 0.1% | 174 |
|
|
2024
Q4 | $4.52M | Buy |
28,331
+3,411
| +14% | +$544K | 0.1% | 179 |
|
|
2024
Q3 | $3.78M | Buy |
24,920
+4,630
| +23% | +$702K | 0.09% | 199 |
|
|
2024
Q2 | $3.05M | Buy |
20,290
+6,984
| +52% | +$1.05M | 0.08% | 214 |
|
|
2024
Q1 | $1.8M | Buy |
13,306
+6,459
| +94% | +$872K | 0.04% | 286 |
|
|
2023
Q4 | $840K | Buy |
6,847
+2,078
| +44% | +$255K | 0.02% | 390 |
|
|
2023
Q3 | $500K | Sell |
4,769
-3,174
| -40% | -$333K | 0.01% | 456 |
|
|
2023
Q2 | $865K | Buy |
7,943
+18
| +0.2% | +$1.96K | 0.02% | 369 |
|
|
2023
Q1 | $736K | Buy |
7,925
+3,214
| +68% | +$298K | 0.02% | 393 |
|
|
2022
Q4 | $351K | Buy |
4,711
+3,731
| +381% | +$278K | 0.01% | 535 |
|
|
2022
Q3 | $72K | Hold |
980
| – | – | ﹤0.01% | 956 |
|
|
2022
Q2 | $78K | Hold |
980
| – | – | ﹤0.01% | 1015 |
|
|
2022
Q1 | $101K | Hold |
980
| – | – | ﹤0.01% | 999 |
|
|
2021
Q4 | $113K | Hold |
980
| – | – | ﹤0.01% | 980 |
|
|
2021
Q3 | $99K | Hold |
980
| – | – | ﹤0.01% | 961 |
|
|
2021
Q2 | $97K | Hold |
980
| – | – | ﹤0.01% | 905 |
|
|
2021
Q1 | $86K | Buy |
980
+128
| +15% | +$11.2K | ﹤0.01% | 905 |
|
|
2020
Q4 | $72K | Hold |
852
| – | – | ﹤0.01% | 798 |
|
|
2020
Q3 | $64K | Hold |
852
| – | – | ﹤0.01% | 778 |
|
|
2020
Q2 | $57K | Hold |
852
| – | – | ﹤0.01% | 777 |
|
|
2020
Q1 | $44K | Hold |
852
| – | – | ﹤0.01% | 879 |
|
|
2019
Q4 | $50K | Buy |
+852
| New | +$50K | ﹤0.01% | 877 |
|
|
2018
Q4 | – | Sell |
-852
| Closed | -$41K | – | 927 |
|
|
2018
Q3 | $41K | Buy |
+852
| New | +$41K | ﹤0.01% | 933 |
|
|
2017
Q1 | – | Sell |
-4
| Closed | – | – | 858 |
|
|
2016
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1236 |
|