Capital Investment Advisory Services’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 | $877K | Buy |
5,062
+68
| +1% | +$11.8K | 0.07% | 250 |
|
2025
Q1 | $701K | Sell |
4,994
-533
| -10% | -$74.9K | 0.06% | 263 |
|
2024
Q4 | $882K | Buy |
5,527
+619
| +13% | +$98.7K | 0.08% | 204 |
|
2024
Q3 | $744K | Buy |
4,908
+1
| +0% | +$152 | 0.07% | 238 |
|
2024
Q2 | $738K | Buy |
4,907
+1
| +0% | +$150 | 0.08% | 226 |
|
2024
Q1 | $663K | Buy |
4,906
+13
| +0.3% | +$1.76K | 0.07% | 249 |
|
2023
Q4 | $601K | Sell |
4,893
-93
| -2% | -$11.4K | 0.06% | 252 |
|
2023
Q3 | $523K | Buy |
4,986
+10
| +0.2% | +$1.05K | 0.05% | 262 |
|
2023
Q2 | $542K | Buy |
4,976
+94
| +2% | +$10.2K | 0.05% | 260 |
|
2023
Q1 | $453K | Buy |
4,882
+55
| +1% | +$5.11K | 0.05% | 277 |
|
2022
Q4 | $360K | Buy |
4,827
+523
| +12% | +$39K | 0.04% | 335 |
|
2022
Q3 | $316K | Buy |
4,304
+2,550
| +145% | +$187K | 0.04% | 341 |
|
2022
Q2 | $140K | Buy |
1,754
+214
| +14% | +$17.1K | 0.02% | 484 |
|
2022
Q1 | $159K | Sell |
1,540
-233
| -13% | -$24.1K | 0.02% | 518 |
|
2021
Q4 | $204K | Buy |
1,773
+1,151
| +185% | +$132K | 0.02% | 469 |
|
2021
Q3 | $63K | Sell |
622
-219
| -26% | -$22.2K | 0.01% | 547 |
|
2021
Q2 | $84K | Buy |
841
+641
| +321% | +$64K | 0.01% | 540 |
|
2021
Q1 | $18K | Hold |
200
| – | – | ﹤0.01% | 620 |
|
2020
Q4 | $17K | Hold |
200
| – | – | ﹤0.01% | 588 |
|
2020
Q3 | $15K | Hold |
200
| – | – | ﹤0.01% | 524 |
|
2020
Q2 | $13K | Hold |
200
| – | – | ﹤0.01% | 467 |
|
2020
Q1 | $10K | Sell |
200
-180
| -47% | -$9K | ﹤0.01% | 467 |
|
2019
Q4 | $22K | Hold |
380
| – | – | 0.01% | 437 |
|
2019
Q3 | $19K | Hold |
380
| – | – | 0.01% | 825 |
|
2019
Q2 | $20K | Hold |
380
| – | – | 0.01% | 781 |
|
2019
Q1 | $18K | Hold |
380
| – | – | 0.01% | 707 |
|
2018
Q4 | $15K | Buy |
+380
| New | +$15K | 0.01% | 705 |
|