AF
Apexium 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 | $35.1M | Buy |
202,438
+1,509
| +0.8% | +$261K | 1.86% | 9 |
|
|
2025
Q1 | $28.2M | Sell |
200,929
-5,917
| -3% | -$831K | 1.68% | 9 |
|
|
2024
Q4 | $33M | Buy |
206,846
+2,061
| +1% | +$329K | 2% | 9 |
|
|
2024
Q3 | $31M | Buy |
204,785
+2,792
| +1% | +$423K | 2.05% | 9 |
|
|
2024
Q2 | $30.4M | Buy |
201,993
+2,931
| +1% | +$441K | 2.17% | 8 |
|
|
2024
Q1 | $26.9M | Buy |
199,062
+6,423
| +3% | +$867K | 2.04% | 8 |
|
|
2023
Q4 | $23.6M | Sell |
192,639
-5,362
| -3% | -$658K | 1.7% | 10 |
|
|
2023
Q3 | $20.8M | Sell |
198,001
-1,932
| -1% | -$203K | 2.08% | 7 |
|
|
2023
Q2 | $21.8M | Buy |
199,933
+8,900
| +5% | +$969K | 1.93% | 8 |
|
|
2023
Q1 | $17.7M | Buy |
191,033
+3,029
| +2% | +$281K | 1.74% | 8 |
|
|
2022
Q4 | $14M | Buy |
188,004
+5,973
| +3% | +$445K | 1.45% | 9 |
|
|
2022
Q3 | $13.4M | Buy |
182,031
+161,746
| +797% | +$11.9M | 1.66% | 8 |
|
|
2022
Q2 | $1.59M | Buy |
20,285
+5,326
| +36% | +$418K | 0.91% | 25 |
|
|
2022
Q1 | $1.71M | Sell |
14,959
-216
| -1% | -$24.7K | 0.9% | 24 |
|
|
2021
Q4 | $1.74M | Buy |
15,175
+2,936
| +24% | +$337K | 0.9% | 24 |
|
|
2021
Q3 | $1.24M | Buy |
12,239
+766
| +7% | +$77.5K | 0.72% | 29 |
|
|
2021
Q2 | $1.14M | Buy |
11,473
+1,472
| +15% | +$146K | 0.71% | 27 |
|
|
2021
Q1 | $877K | Buy |
10,001
+464
| +5% | +$40.7K | 0.64% | 32 |
|
|
2020
Q4 | $811K | Buy |
9,537
+7,170
| +303% | +$610K | 0.64% | 30 |
|
|
2020
Q3 | $713K | Buy |
2,367
+533
| +29% | +$161K | 0.58% | 31 |
|
|
2020
Q2 | $495K | Buy |
+1,834
| New | +$495K | 0.45% | 40 |
|