Elevated Capital 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 | $269K | Hold |
1,914
| – | – | 0.08% | 230 |
|
|
2025
Q1 | $269K | Sell |
1,914
-167
| -8% | -$23.5K | 0.08% | 230 |
|
|
2024
Q4 | $332K | Sell |
2,081
-305
| -13% | -$48.7K | 0.09% | 224 |
|
|
2024
Q3 | $362K | Sell |
2,386
-1,356
| -36% | -$206K | 0.1% | 230 |
|
|
2024
Q2 | $563K | Sell |
3,742
-126
| -3% | -$19K | 0.16% | 165 |
|
|
2024
Q1 | $522K | Buy |
+3,868
| New | +$522K | 0.15% | 132 |
|