Avid Wealth 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 | $4.67M | Sell |
26,970
-6,543
| -20% | -$1.13M | 2.67% | 12 |
|
|
2025
Q1 | $4.71M | Buy |
33,513
+3,427
| +11% | +$481K | 3.19% | 11 |
|
|
2024
Q4 | $4.8M | Sell |
30,086
-2,149
| -7% | -$343K | 3.41% | 10 |
|
|
2024
Q3 | $4.89M | Buy |
32,235
+1,874
| +6% | +$284K | 3.46% | 10 |
|
|
2024
Q2 | $4.57M | Buy |
30,361
+2,929
| +11% | +$441K | 3.55% | 11 |
|
|
2024
Q1 | $3.7M | Sell |
27,432
-112,948
| -80% | -$15.3M | 2.98% | 13 |
|
|
2023
Q4 | $17.2M | Buy |
+140,380
| New | +$17.2M | 17.08% | 1 |
|