Aviance Capital 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 | $1.7M | Sell |
9,812
-169
| -2% | -$29.3K | 0.22% | 105 |
|
|
2025
Q1 | $1.4M | Hold |
9,981
| – | – | 0.2% | 119 |
|
|
2024
Q4 | $1.59M | Sell |
9,981
-163
| -2% | -$26K | 0.22% | 103 |
|
|
2024
Q3 | $1.54M | Sell |
10,144
-160
| -2% | -$24.3K | 0.2% | 119 |
|
|
2024
Q2 | $1.55M | Hold |
10,304
| – | – | 0.22% | 109 |
|
|
2024
Q1 | $1.39M | Sell |
10,304
-320
| -3% | -$43.2K | 0.21% | 115 |
|
|
2023
Q4 | $1.3M | Sell |
10,624
-138
| -1% | -$16.9K | 0.28% | 88 |
|
|
2023
Q3 | $1.13M | Hold |
10,762
| – | – | 0.25% | 109 |
|
|
2023
Q2 | $1.17M | Hold |
10,762
| – | – | 0.25% | 116 |
|
|
2023
Q1 | $999K | Hold |
10,762
| – | – | 0.22% | 126 |
|
|
2022
Q4 | $802K | Hold |
10,762
| – | – | 0.19% | 144 |
|
|
2022
Q3 | $790K | Hold |
10,762
| – | – | 0.2% | 138 |
|
|
2022
Q2 | $860K | Hold |
10,762
| – | – | 0.19% | 143 |
|
|
2022
Q1 | $1.11M | Hold |
10,762
| – | – | 0.2% | 130 |
|
|
2021
Q4 | $1.24M | Hold |
10,762
| – | – | 0.21% | 121 |
|
|
2021
Q3 | $1.09M | Hold |
10,762
| – | – | 0.19% | 138 |
|
|
2021
Q2 | $1.07M | Sell |
10,762
-157
| -1% | -$15.6K | 0.19% | 134 |
|
|
2021
Q1 | $958K | Sell |
10,919
-557
| -5% | -$48.9K | 0.18% | 143 |
|
|
2020
Q4 | $976K | Hold |
11,476
| – | – | 0.2% | 131 |
|
|
2020
Q3 | $864K | Sell |
11,476
-304
| -3% | -$22.9K | 0.19% | 127 |
|
|
2020
Q2 | $795K | Hold |
11,780
| – | – | 0.2% | 127 |
|
|
2020
Q1 | $602K | Hold |
11,780
| – | – | 0.19% | 129 |
|
|
2019
Q4 | $685K | Buy |
+11,780
| New | +$685K | 0.18% | 138 |
|