Beacon Pointe 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
$320K Buy
2025
Q1
$246K Sell
2024
Q4
$296K Sell
2024
Q3
$292K Sell
2024
Q2
$333K Sell
2024
Q1
$301K Sell
2023
Q4
$337K Buy
2023
Q3
$281K Buy
2023
Q2
$208K Sell
2023
Q1
$2.07M Buy
2022
Q3
Sell
2022
Q2
$227K Sell
2022
Q1
$314K Buy
2021
Q4
$339K Buy
2021
Q3
$299K Buy