EP Wealth 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 | $4.99M | Buy |
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|
2025
Q1 | $2.35M | Sell |
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|
2024
Q4 | $2.83M | Buy |
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|
2024
Q3 | $1.93M | Buy |
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|
2024
Q2 | $1.75M | Buy |
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|
2024
Q1 | $1.54M | Buy |
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|
2023
Q4 | $1.39M | Buy |
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|
2023
Q3 | $1.05M | Sell |
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|
2023
Q2 | $1.02M | Buy |
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|
2023
Q1 | $1.22M | Sell |
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|
2022
Q4 | $2.21M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $5.09M | Buy |
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|
2022
Q1 | $1.4M | Sell |
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|
2021
Q4 | $5.42M | Buy |
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|
2021
Q3 | $444K | Buy |
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|
2021
Q2 | $369K | Buy |
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|
2021
Q1 | $320K | Sell |
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|
2020
Q4 | $482K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $360K | Sell |
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|
2019
Q4 | $2.38M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $334K | Buy |
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