Bragg Financial 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
Q3 | $2.29M | Hold |
|
|||||
|
2025
Q2 | $2.03M | Hold |
|
|||||
|
2025
Q1 | $1.64M | Hold |
|
|||||
|
2024
Q4 | $1.87M | Sell |
|
|||||
|
2024
Q3 | $1.8M | Sell |
|
|||||
|
2024
Q2 | $1.8M | Sell |
|
|||||
|
2024
Q1 | $1.62M | Buy |
|
|||||
|
2023
Q4 | $1.47M | Hold |
|
|||||
|
2023
Q3 | $1.25M | Hold |
|
|||||
|
2023
Q2 | $1.3M | Hold |
|
|||||
|
2023
Q1 | $1.11M | Hold |
|
|||||
|
2022
Q4 | $891K | Hold |
|
|||||
|
2022
Q3 | $877K | Hold |
|
|||||
|
2022
Q2 | $956K | Hold |
|
|||||
|
2022
Q1 | $1.23M | Sell |
|
|||||
|
2021
Q4 | $1.22M | Hold |
|
|||||
|
2021
Q3 | $1.22M | Hold |
|
|||||
|
2021
Q2 | $1.2M | Sell |
|
|||||
|
2021
Q1 | $1.07M | Buy |
|
|||||
|
2020
Q4 | $1.02M | Hold |
|
|||||
|
2020
Q3 | $907K | Hold |
|
|||||
|
2020
Q2 | $813K | Hold |
|
|||||
|
2020
Q1 | $616K | Hold |
|
|||||
|
2019
Q4 | $701K | Sell |
|
|||||
|
2019
Q3 | $657K | Sell |
|
|||||
|
2019
Q2 | $652K | Hold |
|
|||||
|
2019
Q1 | $628K | Hold |
|
|||||
|
2018
Q4 | $527K | Sell |
|
|||||
|
2018
Q3 | $679K | Hold |
|
|||||
|
2018
Q2 | $624K | Hold |
|
|||||
|
2018
Q1 | $589K | Hold |
|
|||||
|
2017
Q4 | $570K | Hold |
|
|||||
|
2017
Q3 | $525K | Hold |
|
|||||
|
2017
Q2 | $489K | Buy |
|
|||||
|
2017
Q1 | $406K | Sell |
|
|||||
|
2016
Q4 | $400K | Sell |
|
|||||
|
2016
Q3 | $405K | Sell |
|
|||||
|
2016
Q2 | $364K | Hold |
|
|||||
|
2016
Q1 | $375K | Hold |
|
|||||
|
2015
Q4 | $370K | Buy |
|
|||||
|
2015
Q3 | $297K | Sell |
|
|||||
|
2015
Q2 | $321K | Sell |
|
|||||
|
2015
Q1 | $370K | Buy |
|
|||||
|
2014
Q4 | $375K | Hold |
|
|||||
|
2014
Q3 | $362K | Hold |
|
|||||
|
2014
Q2 | $348K | Hold |
|
|||||
|
2014
Q1 | $327K | Hold |
|
|||||
|
2013
Q4 | $317K | Hold |
|
|||||
|
2013
Q3 | $283K | Hold |
|
|||||
|
2013
Q2 | $264K | Buy |
|