Avantax Planning 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 | $570K | Hold |
3,292
| – | – | 0.02% | 251 |
|
|
2025
Q1 | $462K | Hold |
3,292
| – | – | 0.02% | 270 |
|
|
2024
Q4 | $525K | Hold |
3,292
| – | – | 0.02% | 253 |
|
|
2024
Q3 | $499K | Hold |
3,292
| – | – | 0.02% | 258 |
|
|
2024
Q2 | $495K | Hold |
3,292
| – | – | 0.02% | 286 |
|
|
2024
Q1 | $445K | Buy |
3,292
+24
| +0.7% | +$3.24K | 0.01% | 306 |
|
|
2023
Q4 | $401K | Sell |
3,268
-1,300
| -28% | -$160K | 0.02% | 263 |
|
|
2023
Q3 | $479K | Hold |
4,568
| – | – | 0.02% | 230 |
|
|
2023
Q2 | $497K | Hold |
4,568
| – | – | 0.02% | 236 |
|
|
2023
Q1 | $424K | Hold |
4,568
| – | – | 0.02% | 247 |
|
|
2022
Q4 | $340K | Hold |
4,568
| – | – | 0.01% | 283 |
|
|
2022
Q3 | $335K | Hold |
4,568
| – | – | 0.02% | 269 |
|
|
2022
Q2 | $365K | Hold |
4,568
| – | – | 0.02% | 248 |
|
|
2022
Q1 | $471K | Sell |
4,568
-652
| -12% | -$67.2K | 0.02% | 229 |
|
|
2021
Q4 | $599K | Hold |
5,220
| – | – | 0.02% | 200 |
|
|
2021
Q3 | $529K | Hold |
5,220
| – | – | 0.02% | 190 |
|
|
2021
Q2 | $519K | Hold |
5,220
| – | – | 0.02% | 192 |
|
|
2021
Q1 | $458K | Hold |
5,220
| – | – | 0.02% | 200 |
|
|
2020
Q4 | $444K | Hold |
5,220
| – | – | 0.02% | 195 |
|
|
2020
Q3 | $393K | Hold |
5,220
| – | – | 0.02% | 204 |
|
|
2020
Q2 | $352K | Hold |
5,220
| – | – | 0.02% | 201 |
|
|
2020
Q1 | $267K | Hold |
5,220
| – | – | 0.02% | 219 |
|
|
2019
Q4 | $304K | Hold |
5,220
| – | – | 0.02% | 232 |
|
|
2019
Q3 | $266K | Hold |
5,220
| – | – | 0.02% | 252 |
|
|
2019
Q2 | $263K | Hold |
5,220
| – | – | 0.02% | 252 |
|
|
2019
Q1 | $249K | Sell |
5,220
-1,780
| -25% | -$84.9K | 0.02% | 257 |
|
|
2018
Q4 | $280K | Buy |
7,000
+8
| +0.1% | +$320 | 0.02% | 210 |
|
|
2018
Q3 | $339K | Buy |
6,992
+4
| +0.1% | +$194 | 0.03% | 182 |
|
|
2018
Q2 | $312K | Buy |
6,988
+240
| +4% | +$10.7K | 0.03% | 179 |
|
|
2018
Q1 | $284K | Buy |
+6,748
| New | +$284K | 0.02% | 236 |
|
|
2017
Q1 | – | Sell |
-6,712
| Closed | -$202K | – | 335 |
|
|
2016
Q4 | $202K | Buy |
+6,712
| New | +$202K | 0.02% | 295 |
|