Clearstead Advisors’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 | $1.09M | Buy |
6,291
+1,160
| +23% | +$201K | 0.02% | 414 |
|
|
2025
Q1 | $721K | Sell |
5,131
-51
| -1% | -$7.16K | 0.01% | 483 |
|
|
2024
Q4 | $827K | Buy |
5,182
+1,100
| +27% | +$175K | 0.01% | 452 |
|
|
2024
Q3 | $619K | Sell |
4,082
-3,087
| -43% | -$468K | 0.01% | 520 |
|
|
2024
Q2 | $1.08M | Buy |
7,169
+5,237
| +271% | +$788K | 0.02% | 378 |
|
|
2024
Q1 | $260K | Buy |
1,932
+1,108
| +134% | +$149K | 0.01% | 427 |
|
|
2023
Q4 | $101K | Sell |
824
-122
| -13% | -$15K | 0.01% | 581 |
|
|
2023
Q3 | $99.3K | Buy |
946
+473
| +100% | +$49.6K | ﹤0.01% | 730 |
|
|
2023
Q2 | $51.5K | Hold |
473
| – | – | ﹤0.01% | 725 |
|
|
2023
Q1 | $43.9K | Buy |
473
+1
| +0.2% | +$93 | ﹤0.01% | 692 |
|
|
2022
Q4 | $35.2K | Hold |
472
| – | – | ﹤0.01% | 691 |
|
|
2022
Q3 | $35K | Buy |
472
+1
| +0.2% | +$74 | ﹤0.01% | 674 |
|
|
2022
Q2 | $38K | Hold |
471
| – | – | ﹤0.01% | 672 |
|
|
2022
Q1 | $49K | Hold |
471
| – | – | ﹤0.01% | 682 |
|
|
2021
Q4 | $54K | Buy |
471
+1
| +0.2% | +$115 | ﹤0.01% | 642 |
|
|
2021
Q3 | $48K | Hold |
470
| – | – | ﹤0.01% | 615 |
|
|
2021
Q2 | $47K | Hold |
470
| – | – | ﹤0.01% | 564 |
|
|
2021
Q1 | $41K | Buy |
470
+1
| +0.2% | +$87 | ﹤0.01% | 571 |
|
|
2020
Q4 | $40K | Buy |
469
+1
| +0.2% | +$85 | ﹤0.01% | 539 |
|
|
2020
Q3 | $35K | Hold |
468
| – | – | ﹤0.01% | 514 |
|
|
2020
Q2 | $32K | Hold |
468
| – | – | ﹤0.01% | 476 |
|
|
2020
Q1 | $24K | Buy |
+468
| New | +$24K | ﹤0.01% | 485 |
|