Arete Wealth 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 | $883K | Buy |
5,098
+53
| +1% | +$9.18K | 0.06% | 279 |
|
|
2025
Q1 | $708K | Buy |
5,045
+852
| +20% | +$120K | 0.05% | 305 |
|
|
2024
Q4 | $670K | Buy |
4,193
+1,194
| +40% | +$191K | 0.05% | 334 |
|
|
2024
Q3 | $453K | Sell |
2,999
-1,412
| -32% | -$213K | 0.04% | 399 |
|
|
2024
Q2 | $665K | Buy |
+4,411
| New | +$665K | 0.05% | 329 |
|
|
2024
Q1 | – | Sell |
-3,704
| Closed | -$455K | – | 554 |
|
|
2023
Q4 | $455K | Buy |
3,704
+1,063
| +40% | +$130K | 0.03% | 422 |
|
|
2023
Q3 | $277K | Sell |
2,641
-2,858
| -52% | -$300K | 0.05% | 358 |
|
|
2023
Q2 | $599K | Sell |
5,499
-343
| -6% | -$37.4K | 0.05% | 326 |
|
|
2023
Q1 | $542K | Buy |
5,842
+2,118
| +57% | +$197K | 0.04% | 328 |
|
|
2022
Q4 | $277M | Buy |
+3,724
| New | +$277M | 0.02% | 473 |
|