Aptus Capital 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 | $1.31M | Sell |
7,543
-919
| -11% | -$159K | 0.01% | 476 |
|
|
2025
Q1 | $1.19M | Buy |
8,462
+2,206
| +35% | +$310K | 0.01% | 473 |
|
|
2024
Q4 | $998K | Buy |
6,256
+2,614
| +72% | +$417K | 0.01% | 498 |
|
|
2024
Q3 | $552K | Sell |
3,642
-4,497
| -55% | -$682K | 0.01% | 516 |
|
|
2024
Q2 | $1.22M | Sell |
8,139
-12,999
| -61% | -$1.96M | 0.02% | 359 |
|
|
2024
Q1 | $2.85M | Buy |
21,138
+20,211
| +2,180% | +$2.73M | 0.05% | 245 |
|
|
2023
Q4 | $114K | Sell |
927
-1,381
| -60% | -$170K | ﹤0.01% | 603 |
|
|
2023
Q3 | $242K | Buy |
2,308
+915
| +66% | +$96K | 0.01% | 517 |
|
|
2023
Q2 | $152K | Hold |
1,393
| – | – | ﹤0.01% | 493 |
|
|
2023
Q1 | $129K | Buy |
1,393
+426
| +44% | +$39.5K | ﹤0.01% | 497 |
|
|
2022
Q4 | $72K | Buy |
967
+43
| +5% | +$3.2K | ﹤0.01% | 563 |
|
|
2022
Q3 | $68K | Hold |
924
| – | – | ﹤0.01% | 527 |
|
|
2022
Q2 | $74K | Buy |
+924
| New | +$74K | ﹤0.01% | 436 |
|