Ascent Group’s iShares US Technology ETF IYW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$25M Sell
2025
Q1
$22.3M Buy
2024
Q4
$7.21M Sell
2024
Q3
$6.86M Buy
2024
Q2
$6.56M Buy
2024
Q1
$4.8M Buy
2023
Q4
$3.98M Buy
2023
Q3
$3.04M Buy
2023
Q2
$1.86M Sell
2023
Q1
$2.23M Buy
2022
Q4
$1.07M Buy
2022
Q3
$836K Buy