Avior Wealth Management’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 | $1.2M | Buy |
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2025
Q1 | $928K | Buy |
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2024
Q4 | $754K | Buy |
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2024
Q3 | $335K | Buy |
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2024
Q2 | $224K | Buy |
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2024
Q1 | $146K | Buy |
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2023
Q4 | $15.7K | Sell |
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2023
Q3 | $33.8K | Sell |
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2023
Q2 | $41.4K | Sell |
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2023
Q1 | $39.3K | Buy |
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2022
Q4 | $9.53K | Sell |
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2022
Q3 | $10K | Sell |
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2022
Q2 | $12K | Hold |
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2022
Q1 | $15K | Sell |
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2021
Q4 | $42K | Sell |
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2021
Q3 | $47K | Buy |
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2021
Q2 | $12K | Hold |
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2021
Q1 | $11K | Hold |
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2020
Q4 | $10K | Hold |
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2020
Q3 | $9K | Hold |
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2020
Q2 | $8K | Hold |
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2020
Q1 | $6K | Hold |
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2019
Q4 | $7K | Hold |
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2019
Q3 | $6K | Hold |
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2019
Q2 | $6K | Hold |
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2019
Q1 | $6K | Hold |
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2018
Q4 | $5K | Hold |
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2018
Q3 | $6K | Hold |
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2018
Q2 | $6K | Hold |
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2018
Q1 | $5K | Hold |
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2017
Q4 | $5K | Hold |
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2017
Q3 | $5K | Hold |
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2017
Q2 | $4K | Hold |
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2017
Q1 | $4K | Hold |
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2016
Q4 | $4K | Hold |
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2016
Q3 | $4K | Hold |
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2016
Q2 | $3K | Hold |
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2016
Q1 | $3K | Buy |
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