Beacon Financial Advisory’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
Q3 | $445K | Sell |
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|
2025
Q2 | $790K | Sell |
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|
2025
Q1 | $784K | Buy |
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|
2024
Q4 | $828K | Buy |
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|
2024
Q3 | $738K | Sell |
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|
2024
Q2 | $738K | Buy |
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|
2024
Q1 | $622K | Sell |
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|
2023
Q4 | $572K | Buy |
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|
2023
Q3 | $425K | Sell |
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|
2023
Q2 | $547K | Buy |
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|
2023
Q1 | $421K | Buy |
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|
2022
Q4 | $282K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $289K | Sell |
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|
2021
Q4 | $386K | Sell |
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|
2021
Q3 | $405K | Buy |
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