Arkadios 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 | $4.87M | Buy |
28,112
+6,147
| +28% | +$1.07M | 0.14% | 163 |
|
|
2025
Q1 | $3.08M | Buy |
21,965
+8,764
| +66% | +$1.23M | 0.12% | 198 |
|
|
2024
Q4 | $2.11M | Buy |
13,201
+1,910
| +17% | +$305K | 0.11% | 176 |
|
|
2024
Q3 | $1.71M | Sell |
11,291
-678
| -6% | -$103K | 0.1% | 213 |
|
|
2024
Q2 | $1.8M | Buy |
11,969
+8,418
| +237% | +$1.27M | 0.12% | 179 |
|
|
2024
Q1 | $480K | Buy |
3,551
+72
| +2% | +$9.72K | 0.04% | 386 |
|
|
2023
Q4 | $427K | Buy |
3,479
+359
| +12% | +$44.1K | 0.04% | 409 |
|
|
2023
Q3 | $327K | Buy |
3,120
+187
| +6% | +$19.6K | 0.03% | 460 |
|
|
2023
Q2 | $319K | Sell |
2,933
-700
| -19% | -$76.2K | 0.04% | 428 |
|
|
2023
Q1 | $337K | Buy |
3,633
+92
| +3% | +$8.54K | 0.04% | 400 |
|
|
2022
Q4 | $264K | Buy |
3,541
+359
| +11% | +$26.7K | 0.04% | 441 |
|
|
2022
Q3 | $233K | Buy |
3,182
+25
| +0.8% | +$1.83K | 0.04% | 443 |
|
|
2022
Q2 | $252K | Sell |
3,157
-455
| -13% | -$36.3K | 0.04% | 439 |
|
|
2022
Q1 | $372K | Sell |
3,612
-214
| -6% | -$22K | 0.05% | 373 |
|
|
2021
Q4 | $439K | Hold |
3,826
| – | – | 0.06% | 350 |
|
|
2021
Q3 | $387K | Hold |
3,826
| – | – | 0.06% | 347 |
|
|
2021
Q2 | $380K | Buy |
3,826
+2,802
| +274% | +$278K | 0.05% | 390 |
|
|
2021
Q1 | $89K | Sell |
1,024
-100
| -9% | -$8.69K | 0.01% | 560 |
|
|
2020
Q4 | $95K | Sell |
1,124
-80
| -7% | -$6.76K | 0.02% | 450 |
|
|
2020
Q3 | $95.1K | Buy |
1,204
+160
| +15% | +$12.6K | 0.05% | 299 |
|
|
2020
Q2 | $72.6K | Buy |
1,044
+100
| +11% | +$6.95K | 0.04% | 313 |
|
|
2020
Q1 | $48.2K | Hold |
944
| – | – | 0.03% | 350 |
|
|
2019
Q4 | $60.9K | Buy |
+944
| New | +$60.9K | 0.04% | 291 |
|