DAGCO Inc’s iShares US Technology ETF IYW Stock Holding History

DAGCO Inc’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.54M	Sell	6,107 -5	-0.1%	-$1.15K	0.28%	49
2026 Q1	$1.11M	Buy	6,112 +229	+4%	+$44.3K	0.24%	56
2025 Q4	$1.17M	Buy	5,883 +533	+10%	+$107K	0.27%	51
2025 Q3	$1.05M	Buy	5,350 +341	+7%	+$62.4K	0.26%	51
2025 Q2	$868K	Sell	5,009 -791	-14%	-$120K	0.24%	53
2025 Q1	$815K	Buy	5,800 +1,744	+43%	+$272K	0.26%	51
2024 Q4	$647K	Buy	4,056 +1,285	+46%	+$203K	0.21%	57
2024 Q3	$420K	Buy	2,771 +663	+31%	+$97.5K	0.17%	63
2024 Q2	$317K	Buy	2,108 +223	+12%	+$30.8K	0.14%	69
2024 Q1	$255K	Buy	+1,885	New	+$245K	0.12%	74
2023 Q4	–	Sell	-840	Closed	-$763K	–	260
2023 Q3	$763K	Sell	840 -1,115	-57%	-$121K	0.39%	46
2023 Q2	$213K	Buy	+1,955	New	+$192K	0.11%	79
2023 Q1	–	Sell	-3,270	Closed	-$244K	–	83
2022 Q4	$244K	Sell	3,270 -4,333	-57%	-$331K	0.14%	77
2022 Q3	$558K	Buy	7,603 +140	+2%	+$11.9K	0.35%	62
2022 Q2	$597K	Buy	7,463 +2,085	+39%	+$185K	0.31%	65
2022 Q1	$521K	Buy	5,378 +1,888	+54%	+$193K	0.24%	75
2021 Q4	$401K	Sell	3,490 -330	-9%	-$36.6K	0.16%	92
2021 Q3	$387K	Sell	3,820 -150	-4%	-$15.7K	0.17%	89
2021 Q2	$395K	Sell	3,970 -150	-4%	-$14K	0.18%	88
2021 Q1	$361K	Sell	4,120 -200	-5%	-$17.5K	0.18%	91
2020 Q4	$368K	Sell	4,320 -120	-3%	-$9.59K	0.2%	86
2020 Q3	$334K	Hold	4,440	–	–	0.23%	85
2020 Q2	$299K	Hold	4,440	–	–	0.3%	78
2020 Q1	$227K	Sell	4,440 -600	-12%	-$34.8K	0.25%	89
2019 Q4	$293K	Sell	5,040 -60	-1%	-$3.26K	0.26%	89
2019 Q3	$260K	Hold	5,100	–	–	0.26%	88
2019 Q2	$252K	Sell	5,100 -200	-4%	-$9.78K	0.26%	88
2019 Q1	$253K	Sell	5,300 -140	-3%	-$6.22K	0.27%	87
2018 Q4	$218K	Buy	+5,440	New	+$236K	0.27%	85

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Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return