Avantax Advisory Services’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 | $56.8M | Buy |
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|
2025
Q1 | $45.9M | Sell |
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|
2024
Q4 | $57.7M | Buy |
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|
2024
Q3 | $53.1M | Buy |
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|
2024
Q2 | $52.6M | Buy |
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|
2024
Q1 | $46.3M | Buy |
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|
2023
Q4 | $23.1M | Buy |
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|
2023
Q3 | $17.7M | Sell |
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|
2023
Q2 | $21M | Buy |
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|
2023
Q1 | $7.96M | Buy |
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|
2022
Q4 | $3.91M | Buy |
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|
2022
Q3 | $1.48M | Buy |
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|
2022
Q2 | $1.21M | Sell |
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|
2022
Q1 | $1.62M | Sell |
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|
2021
Q4 | $1.81M | Buy |
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|
2021
Q3 | $1.54M | Sell |
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|
2021
Q2 | $1.6M | Buy |
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|
2021
Q1 | $1.3M | Buy |
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|
2020
Q4 | $1.05M | Sell |
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|
2020
Q3 | $3.4M | Buy |
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|
2020
Q2 | $788K | Buy |
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|
2020
Q1 | $506K | Buy |
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|
2019
Q4 | $365K | Buy |
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|
2019
Q3 | $274K | Buy |
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|
2019
Q2 | $265K | Hold |
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|
2019
Q1 | $255K | Sell |
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|
2018
Q4 | $323K | Buy |
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