EverSource 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 | $968K | Sell |
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|
2025
Q1 | $899K | Sell |
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|
2024
Q4 | $7.76M | Buy |
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|
2024
Q3 | $6.84M | Sell |
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|
2024
Q2 | $6.91M | Buy |
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|
2024
Q1 | $5.4M | Buy |
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|
2023
Q4 | $4.34M | Buy |
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|
2023
Q3 | $1.89M | Buy |
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|
2023
Q2 | $1.6M | Buy |
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|
2023
Q1 | $532K | Buy |
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|
2022
Q4 | $338K | Buy |
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|
2022
Q3 | $20K | Sell |
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|
2022
Q2 | $32K | Sell |
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|
2022
Q1 | $65K | Buy |
|