AAS
Avantax Advisory Services’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.8M | Buy |
327,678
+495
| +0.2% | +$85.8K | 0.31% | 45 |
|
|
2025
Q1 | $45.9M | Sell |
327,183
-34,826
| -10% | -$4.89M | 0.28% | 51 |
|
|
2024
Q4 | $57.7M | Buy |
362,009
+12,036
| +3% | +$1.92M | 0.36% | 41 |
|
|
2024
Q3 | $53.1M | Buy |
349,973
+778
| +0.2% | +$118K | 0.35% | 34 |
|
|
2024
Q2 | $52.6M | Buy |
349,195
+6,671
| +2% | +$1M | 0.37% | 35 |
|
|
2024
Q1 | $46.3M | Buy |
342,524
+154,736
| +82% | +$20.9M | 0.41% | 28 |
|
|
2023
Q4 | $23.1M | Buy |
187,788
+19,228
| +11% | +$2.36M | 0.23% | 65 |
|
|
2023
Q3 | $17.7M | Sell |
168,560
-24,233
| -13% | -$2.54M | 0.2% | 81 |
|
|
2023
Q2 | $21M | Buy |
192,793
+106,995
| +125% | +$11.6M | 0.24% | 69 |
|
|
2023
Q1 | $7.96M | Buy |
85,798
+33,306
| +63% | +$3.09M | 0.1% | 166 |
|
|
2022
Q4 | $3.91M | Buy |
52,492
+32,289
| +160% | +$2.41M | 0.05% | 268 |
|
|
2022
Q3 | $1.48M | Buy |
20,203
+5,062
| +33% | +$371K | 0.02% | 445 |
|
|
2022
Q2 | $1.21M | Sell |
15,141
-549
| -3% | -$43.9K | 0.02% | 495 |
|
|
2022
Q1 | $1.62M | Sell |
15,690
-43
| -0.3% | -$4.43K | 0.02% | 426 |
|
|
2021
Q4 | $1.81M | Buy |
15,733
+523
| +3% | +$60K | 0.03% | 388 |
|
|
2021
Q3 | $1.54M | Sell |
15,210
-840
| -5% | -$84.9K | 0.03% | 393 |
|
|
2021
Q2 | $1.6M | Buy |
16,050
+1,221
| +8% | +$121K | 0.03% | 381 |
|
|
2021
Q1 | $1.3M | Buy |
14,829
+2,429
| +20% | +$214K | 0.03% | 382 |
|
|
2020
Q4 | $1.05M | Buy |
12,400
+1,089
| +10% | +$92.6K | 0.03% | 383 |
|
|
2020
Q3 | $3.4M | Buy |
11,311
+8,384
| +286% | +$2.52M | 0.05% | 262 |
|
|
2020
Q2 | $788K | Buy |
2,927
+452
| +18% | +$122K | 0.02% | 383 |
|
|
2020
Q1 | $506K | Buy |
2,475
+903
| +57% | +$185K | 0.02% | 435 |
|
|
2019
Q4 | $365K | Buy |
1,572
+231
| +17% | +$53.6K | 0.01% | 574 |
|
|
2019
Q3 | $274K | Buy |
1,341
+1
| +0.1% | +$204 | 0.01% | 461 |
|
|
2019
Q2 | $265K | Hold |
1,340
| – | – | 0.01% | 422 |
|
|
2019
Q1 | $255K | Sell |
1,340
-682
| -34% | -$130K | 0.01% | 398 |
|
|
2018
Q4 | $323K | Buy |
+2,022
| New | +$323K | 0.05% | 289 |
|