Beacon Pointe Advisors’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Buy |
1,847
+98
| +6% | +$17K | ﹤0.01% | 1009 |
|
|
2025
Q1 | $246K | Sell |
1,749
-105
| -6% | -$14.7K | ﹤0.01% | 1071 |
|
|
2024
Q4 | $296K | Sell |
1,854
-74
| -4% | -$11.8K | ﹤0.01% | 1004 |
|
|
2024
Q3 | $292K | Sell |
1,928
-286
| -13% | -$43.4K | ﹤0.01% | 1016 |
|
|
2024
Q2 | $333K | Sell |
2,214
-15
| -0.7% | -$2.26K | ﹤0.01% | 1003 |
|
|
2024
Q1 | $301K | Sell |
2,229
-516
| -19% | -$69.7K | ﹤0.01% | 1102 |
|
|
2023
Q4 | $337K | Buy |
2,745
+71
| +3% | +$8.72K | ﹤0.01% | 1028 |
|
|
2023
Q3 | $281K | Buy |
2,674
+762
| +40% | +$79.9K | ﹤0.01% | 1088 |
|
|
2023
Q2 | $208K | Sell |
1,912
-20,427
| -91% | -$2.22M | ﹤0.01% | 989 |
|
|
2023
Q1 | $2.07M | Buy |
+22,339
| New | +$2.07M | 0.04% | 384 |
|
|
2022
Q3 | – | Sell |
-2,852
| Closed | -$227K | – | 1034 |
|
|
2022
Q2 | $227K | Sell |
2,852
-199
| -7% | -$15.8K | ﹤0.01% | 932 |
|
|
2022
Q1 | $314K | Buy |
3,051
+98
| +3% | +$10.1K | ﹤0.01% | 966 |
|
|
2021
Q4 | $339K | Buy |
2,953
+1
| +0% | +$115 | 0.01% | 686 |
|
|
2021
Q3 | $299K | Buy |
+2,952
| New | +$299K | 0.01% | 706 |
|