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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.61M | Buy |
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|
2025
Q1 | $3.95M | Sell |
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|
2024
Q4 | $4.49M | Sell |
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|
2024
Q3 | $4.33M | Buy |
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|
2024
Q2 | $4.23M | Buy |
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|
2024
Q1 | $2.61M | Buy |
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|
2023
Q4 | $2.34M | Buy |
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|
2023
Q3 | $1.6M | Sell |
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|
2023
Q2 | $2.47M | Buy |
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|
2023
Q1 | $2.01M | Buy |
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|
2022
Q4 | $1.33M | Buy |
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|
2022
Q3 | $322K | Buy |
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|
2022
Q2 | $350K | Sell |
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|
2022
Q1 | $973K | Sell |
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|
2021
Q4 | $1.16M | Buy |
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|
2021
Q3 | $535K | Buy |
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|
2021
Q2 | $511K | Sell |
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|
2021
Q1 | $458K | Sell |
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|
2020
Q4 | $452K | Buy |
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|
2020
Q3 | $400K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $577K | Sell |
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|
2019
Q3 | $520K | Buy |
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|
2019
Q2 | $335K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $298K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $349K | Buy |
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