CAPTRUST 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
Q2 | $59.1M | Buy |
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|
2025
Q1 | $47.7M | Sell |
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|
2024
Q4 | $55M | Sell |
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|
2024
Q3 | $55M | Sell |
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|
2024
Q2 | $57.2M | Sell |
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|
2024
Q1 | $54.2M | Sell |
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|
2023
Q4 | $50.8M | Sell |
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|
2023
Q3 | $43.7M | Buy |
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|
2023
Q2 | $43.6M | Buy |
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|
2023
Q1 | $4.61M | Buy |
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|
2022
Q4 | $3.46M | Buy |
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|
2022
Q3 | $2.02M | Buy |
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|
2022
Q2 | $1.92M | Sell |
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|
2022
Q1 | $2.73M | Buy |
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|
2021
Q4 | $2.5M | Buy |
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|
2021
Q3 | $2.16M | Buy |
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|
2021
Q2 | $1.98M | Buy |
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|
2021
Q1 | $1.63M | Hold |
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|
2020
Q4 | $1.58M | Sell |
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|
2020
Q3 | $1.46M | Sell |
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|
2020
Q2 | $1.66M | Sell |
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|
2020
Q1 | $1.2M | Sell |
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|
2019
Q4 | $1.89M | Buy |
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|
2019
Q3 | $1.35M | Hold |
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|
2019
Q2 | $1.31M | Sell |
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|
2019
Q1 | $1.27M | Buy |
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|
2018
Q4 | $926K | Buy |
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|
2018
Q3 | $938K | Buy |
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|
2018
Q2 | $762K | Buy |
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|
2018
Q1 | $696K | Buy |
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|
2017
Q4 | $508K | Sell |
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|
2017
Q3 | $665K | Buy |
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|
2017
Q2 | $395K | Buy |
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|
2017
Q1 | $363K | Buy |
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|
2016
Q4 | $303K | Buy |
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