Capital Analysts LLC’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 | $7.63M | Buy |
44,008
+24,344
| +124% | +$4.22M | 0.25% | 85 |
|
|
2025
Q1 | $2.76M | Buy |
19,664
+1,862
| +10% | +$261K | 0.1% | 165 |
|
|
2024
Q4 | $2.84M | Buy |
17,802
+1,154
| +7% | +$184K | 0.11% | 148 |
|
|
2024
Q3 | $2.52M | Buy |
16,648
+4,582
| +38% | +$695K | 0.1% | 158 |
|
|
2024
Q2 | $1.82M | Buy |
12,066
+5,081
| +73% | +$765K | 0.08% | 181 |
|
|
2024
Q1 | $943K | Sell |
6,985
-9
| -0.1% | -$1.22K | 0.04% | 250 |
|
|
2023
Q4 | $859K | Buy |
6,994
+1,978
| +39% | +$243K | 0.04% | 245 |
|
|
2023
Q3 | $526K | Sell |
5,016
-5,133
| -51% | -$538K | 0.03% | 291 |
|
|
2023
Q2 | $1.11M | Buy |
10,149
+572
| +6% | +$62.3K | 0.06% | 210 |
|
|
2023
Q1 | $889K | Buy |
9,577
+2,833
| +42% | +$263K | 0.05% | 232 |
|
|
2022
Q4 | $502K | Buy |
6,744
+6,300
| +1,419% | +$469K | 0.03% | 297 |
|
|
2022
Q3 | $32K | Hold |
444
| – | – | ﹤0.01% | 644 |
|
|
2022
Q2 | $35K | Hold |
444
| – | – | ﹤0.01% | 623 |
|
|
2022
Q1 | $46K | Hold |
444
| – | – | ﹤0.01% | 560 |
|
|
2021
Q4 | $51K | Hold |
444
| – | – | ﹤0.01% | 571 |
|
|
2021
Q3 | $45K | Buy |
444
+180
| +68% | +$18.2K | ﹤0.01% | 589 |
|
|
2021
Q2 | $26K | Hold |
264
| – | – | ﹤0.01% | 634 |
|
|
2021
Q1 | $23K | Hold |
264
| – | – | ﹤0.01% | 699 |
|
|
2020
Q4 | $22K | Sell |
264
-964
| -79% | -$80.3K | ﹤0.01% | 503 |
|
|
2020
Q3 | $92K | Buy |
1,228
+964
| +365% | +$72.2K | 0.01% | 324 |
|
|
2020
Q2 | $18K | Hold |
264
| – | – | ﹤0.01% | 483 |
|
|
2020
Q1 | $13K | Hold |
264
| – | – | ﹤0.01% | 492 |
|
|
2019
Q4 | $15K | Hold |
264
| – | – | ﹤0.01% | 517 |
|
|
2019
Q3 | $13K | Hold |
264
| – | – | ﹤0.01% | 517 |
|
|
2019
Q2 | $13K | Hold |
264
| – | – | ﹤0.01% | 512 |
|
|
2019
Q1 | $12K | Buy |
+264
| New | +$12K | ﹤0.01% | 493 |
|