B. Riley Wealth Advisors’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 | $4.04M | Buy |
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|
2024
Q4 | $6.76M | Sell |
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|
2024
Q3 | $9.55M | Sell |
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|
2024
Q2 | $10.7M | Buy |
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|
2024
Q1 | $6.63M | Buy |
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|
2023
Q4 | $7.51M | Sell |
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|
2023
Q3 | $6.63M | Sell |
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|
2023
Q2 | $9.82M | Sell |
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|
2023
Q1 | $8.7M | Buy |
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|
2022
Q4 | $5.87M | Buy |
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|
2022
Q3 | $1.64M | Buy |
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|
2022
Q2 | $1.15M | Sell |
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|
2022
Q1 | $1.6M | Sell |
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|
2021
Q4 | $1.81M | Sell |
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|
2021
Q3 | $1.65M | Buy |
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|
2021
Q2 | $1.57M | Buy |
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|
2021
Q1 | $1.34M | Buy |
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|
2020
Q4 | $1.04M | Sell |
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|
2020
Q3 | $1.32M | Buy |
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|
2020
Q2 | $1.21M | Buy |
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|
2020
Q1 | $534K | Sell |
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|
2019
Q4 | $627K | Sell |
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|
2019
Q3 | $572K | Sell |
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|
2019
Q2 | $555K | Sell |
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|
2019
Q1 | $564K | Sell |
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|
2018
Q4 | $520K | Sell |
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|
2018
Q3 | $719K | Sell |
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|
2018
Q2 | $663K | Sell |
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|
2018
Q1 | $631K | Sell |
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|
2017
Q4 | $839K | Sell |
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|
2017
Q3 | $781K | Buy |
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|
2017
Q2 | $712K | Buy |
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|
2017
Q1 | $684K | Buy |
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|
2016
Q4 | $472K | Buy |
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|
2016
Q3 | $460K | Buy |
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|
2016
Q2 | $380K | Buy |
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|
2016
Q1 | $317K | Buy |
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|
2015
Q4 | $208K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $203K | Sell |
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|
2014
Q4 | $2.65K | Buy |
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|
2014
Q3 | $611K | Buy |
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|
2014
Q2 | $275K | Buy |
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|
2014
Q1 | $171K | Buy |
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|
2013
Q4 | $144K | Hold |
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|
2013
Q3 | $128K | Buy |
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