Beacon Financial Advisory’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 | $790K | Sell |
4,558
-1,022
| -18% | -$177K | 0.2% | 136 |
|
|
2025
Q1 | $784K | Buy |
5,580
+391
| +8% | +$54.9K | 0.24% | 116 |
|
|
2024
Q4 | $828K | Buy |
5,189
+322
| +7% | +$51.4K | 0.27% | 99 |
|
|
2024
Q3 | $738K | Sell |
4,867
-39
| -0.8% | -$5.91K | 0.25% | 117 |
|
|
2024
Q2 | $738K | Buy |
4,906
+302
| +7% | +$45.5K | 0.28% | 106 |
|
|
2024
Q1 | $622K | Sell |
4,604
-59
| -1% | -$7.97K | 0.3% | 101 |
|
|
2023
Q4 | $572K | Buy |
4,663
+609
| +15% | +$74.8K | 0.28% | 108 |
|
|
2023
Q3 | $425K | Sell |
4,054
-966
| -19% | -$101K | 0.23% | 131 |
|
|
2023
Q2 | $547K | Buy |
5,020
+482
| +11% | +$52.5K | 0.31% | 106 |
|
|
2023
Q1 | $421K | Buy |
4,538
+757
| +20% | +$70.3K | 0.27% | 126 |
|
|
2022
Q4 | $282K | Buy |
+3,781
| New | +$282K | 0.2% | 147 |
|
|
2022
Q2 | – | Sell |
-2,807
| Closed | -$289K | – | 231 |
|
|
2022
Q1 | $289K | Sell |
2,807
-556
| -17% | -$57.2K | 0.14% | 185 |
|
|
2021
Q4 | $386K | Sell |
3,363
-640
| -16% | -$73.5K | 0.18% | 152 |
|
|
2021
Q3 | $405K | Buy |
+4,003
| New | +$405K | 0.21% | 141 |
|