Avidian Wealth Enterprises’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.47M | Sell |
25,661
-296
| -1% | -$68K | 0.18% | 88 |
|
|
2026
Q1 | $4.71M | Sell |
25,957
-133
| -0.5% | -$25.7K | 0.15% | 102 |
|
|
2025
Q4 | $5.21M | Buy |
26,090
+284
| +1% | +$56.8K | 0.19% | 76 |
|
|
2025
Q3 | $5.05M | Sell |
25,806
-6,580
| -20% | -$1.2M | 0.19% | 79 |
|
|
2025
Q2 | $5.61M | Buy |
32,386
+4,271
| +15% | +$647K | 0.23% | 72 |
|
|
2025
Q1 | $3.95M | Sell |
28,115
-9
| -0% | -$1.4K | 0.18% | 82 |
|
|
2024
Q4 | $4.49M | Sell |
28,124
-455
| -2% | -$72K | 0.2% | 73 |
|
|
2024
Q3 | $4.33M | Buy |
28,579
+480
| +2% | +$70.6K | 0.2% | 75 |
|
|
2024
Q2 | $4.23M | Buy |
28,099
+8,794
| +46% | +$1.22M | 0.18% | 76 |
|
|
2024
Q1 | $2.61M | Buy |
19,305
+214
| +1% | +$27.9K | 0.13% | 94 |
|
|
2023
Q4 | $2.34M | Buy |
19,091
+3,844
| +25% | +$435K | 0.14% | 97 |
|
|
2023
Q3 | $1.6M | Sell |
15,247
-7,439
| -33% | -$809K | 0.11% | 114 |
|
|
2023
Q2 | $2.47M | Buy |
22,686
+981
| +5% | +$96.3K | 0.16% | 99 |
|
|
2023
Q1 | $2.01M | Buy |
21,705
+3,805
| +21% | +$319K | 0.11% | 139 |
|
|
2022
Q4 | $1.33M | Buy |
17,900
+13,515
| +308% | +$1.03M | 0.09% | 142 |
|
|
2022
Q3 | $322K | Buy |
4,385
+3
| +0.1% | +$254 | 0.02% | 311 |
|
|
2022
Q2 | $350K | Sell |
4,382
-5,057
| -54% | -$448K | 0.02% | 323 |
|
|
2022
Q1 | $973K | Sell |
9,439
-639
| -6% | -$65.2K | 0.06% | 202 |
|
|
2021
Q4 | $1.16M | Buy |
10,078
+4,790
| +91% | +$532K | 0.07% | 166 |
|
|
2021
Q3 | $535K | Buy |
5,288
+151
| +3% | +$15.8K | 0.04% | 207 |
|
|
2021
Q2 | $511K | Sell |
5,137
-85
| -2% | -$7.93K | 0.04% | 223 |
|
|
2021
Q1 | $458K | Sell |
5,222
-94
| -2% | -$8.24K | 0.04% | 224 |
|
|
2020
Q4 | $452K | Buy |
5,316
+4
| +0.1% | +$320 | 0.04% | 200 |
|
|
2020
Q3 | $400K | Buy |
+5,312
| New | +$388K | 0.05% | 183 |
|
|
2020
Q1 | – | Sell |
-9,924
| Closed | -$577K | – | 232 |
|
|
2019
Q4 | $577K | Sell |
9,924
-256
| -3% | -$13.9K | 0.08% | 100 |
|
|
2019
Q3 | $520K | Buy |
10,180
+3,400
| +50% | +$173K | 0.09% | 98 |
|
|
2019
Q2 | $335K | Buy |
+6,780
| New | +$332K | 0.08% | 93 |
|
|
2015
Q1 | – | Sell |
-11,432
| Closed | -$298K | – | 42 |
|
|
2014
Q4 | $298K | Buy |
+11,432
| New | +$292K | 0.12% | 24 |
|
|
2014
Q3 | – | Sell |
-14,404
| Closed | -$349K | – | 44 |
|
|
2014
Q2 | $349K | Buy |
+14,404
| New | +$333K | 0.13% | 35 |
|
Other funds holding IYW
PCH
Avidian Wealth Enterprises's IYW Position: Q2 2026 in Review
Avidian Wealth Enterprises reduced its iShares US Technology ETF (IYW) stake by 1.1% in Q2 2026, selling an estimated $68K and leaving 25,661 shares worth $6.47M. The position accounts for 0.18% of the portfolio, ranked #88.
Avidian Wealth Enterprises first reported a position in IYW in Q2 2014 and has held it in 29 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.
- Avidian Wealth Enterprises held 25,661 shares of iShares US Technology ETF worth $6.47M as of Q2 2026.
- Avidian Wealth Enterprises sold 296 iShares US Technology ETF shares in Q2 2026, an estimated $68K.
- iShares US Technology ETF made up 0.18% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #88 holding.
- Avidian Wealth Enterprises first reported a position in iShares US Technology ETF in Q2 2014 and has held it in 29 quarters since.
- 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.
Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.