Ausdal Financial Partners’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 | $814K | Buy |
4,696
+994
| +27% | +$172K | 0.05% | 302 |
|
2025
Q1 | $520K | Buy |
3,702
+460
| +14% | +$64.6K | 0.04% | 384 |
|
2024
Q4 | $517K | Buy |
3,242
+884
| +37% | +$141K | 0.04% | 351 |
|
2024
Q3 | $358K | Buy |
2,358
+6
| +0.3% | +$910 | 0.04% | 373 |
|
2024
Q2 | $354K | Sell |
2,352
-1
| -0% | -$150 | 0.04% | 349 |
|
2024
Q1 | $318K | Sell |
2,353
-14
| -0.6% | -$1.89K | 0.04% | 362 |
|
2023
Q4 | $291K | Sell |
2,367
-5
| -0.2% | -$614 | 0.04% | 352 |
|
2023
Q3 | $249K | Sell |
2,372
-520
| -18% | -$54.6K | 0.03% | 364 |
|
2023
Q2 | $315K | Sell |
2,892
-637
| -18% | -$69.3K | 0.04% | 324 |
|
2023
Q1 | $328K | Buy |
+3,529
| New | +$328K | 0.05% | 326 |
|
2022
Q2 | – | Sell |
-1,993
| Closed | -$205K | – | 489 |
|
2022
Q1 | $205K | Sell |
1,993
-408
| -17% | -$42K | 0.03% | 447 |
|
2021
Q4 | $276K | Sell |
2,401
-350
| -13% | -$40.2K | 0.04% | 386 |
|
2021
Q3 | $279K | Buy |
+2,751
| New | +$279K | 0.04% | 375 |
|
2018
Q4 | – | Sell |
-5,020
| Closed | -$243K | – | 335 |
|
2018
Q3 | $243K | Sell |
5,020
-1,688
| -25% | -$81.7K | 0.07% | 324 |
|
2018
Q2 | $299K | Sell |
6,708
-2,172
| -24% | -$96.8K | 0.09% | 278 |
|
2018
Q1 | $373K | Sell |
8,880
-6,224
| -41% | -$261K | 0.13% | 210 |
|
2017
Q4 | $615K | Sell |
15,104
-272
| -2% | -$11.1K | 0.22% | 143 |
|
2017
Q3 | $576K | Sell |
15,376
-2,132
| -12% | -$79.9K | 0.23% | 130 |
|
2017
Q2 | $612K | Buy |
17,508
+3,936
| +29% | +$138K | 0.26% | 107 |
|
2017
Q1 | $459K | Sell |
13,572
-6,076
| -31% | -$205K | 0.21% | 124 |
|
2016
Q4 | $591K | Buy |
19,648
+312
| +2% | +$9.39K | 0.28% | 97 |
|
2016
Q3 | $575K | Buy |
19,336
+432
| +2% | +$12.8K | 0.29% | 101 |
|
2016
Q2 | $498K | Sell |
18,904
-1,180
| -6% | -$31.1K | 0.26% | 102 |
|
2016
Q1 | $545K | Sell |
20,084
-24
| -0.1% | -$651 | 0.31% | 88 |
|
2015
Q4 | $538K | Buy |
+20,108
| New | +$538K | 0.27% | 89 |
|