Financial Advocates Investment Management’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 | $1.87M | Buy |
10,783
+3,305
| +44% | +$573K | 0.15% | 138 |
|
|
2025
Q1 | $841K | Sell |
7,478
-4,566
| -38% | -$514K | 0.06% | 316 |
|
|
2024
Q4 | $1.92M | Sell |
12,044
-23,608
| -66% | -$3.77M | 0.11% | 187 |
|
|
2024
Q3 | $2.38M | Buy |
35,652
+23,469
| +193% | +$1.57M | 0.13% | 162 |
|
|
2024
Q2 | $1.83M | Buy |
12,183
+8,657
| +246% | +$1.3M | 0.11% | 179 |
|
|
2024
Q1 | $466K | Buy |
3,526
+108
| +3% | +$14.3K | 0.03% | 466 |
|
|
2023
Q4 | $411K | Sell |
3,418
-841
| -20% | -$101K | 0.03% | 471 |
|
|
2023
Q3 | $440K | Sell |
4,259
-12,719
| -75% | -$1.31M | 0.03% | 442 |
|
|
2023
Q2 | $1.85M | Buy |
16,978
+10,644
| +168% | +$1.16M | 0.13% | 173 |
|
|
2023
Q1 | $651K | Buy |
6,334
+4,002
| +172% | +$411K | 0.05% | 362 |
|
|
2022
Q4 | $258K | Buy |
+2,332
| New | +$258K | 0.02% | 596 |
|
|
2022
Q2 | – | Sell |
-4,142
| Closed | -$426K | – | 740 |
|
|
2022
Q1 | $426K | Sell |
4,142
-955
| -19% | -$98.2K | 0.03% | 481 |
|
|
2021
Q4 | $543K | Sell |
5,097
-12,261
| -71% | -$1.31M | 0.03% | 460 |
|
|
2021
Q3 | $774K | Buy |
17,358
+13,031
| +301% | +$581K | 0.05% | 377 |
|
|
2021
Q2 | $430K | Sell |
4,327
-14,113
| -77% | -$1.4M | 0.03% | 502 |
|
|
2021
Q1 | $736K | Buy |
18,440
+15,546
| +537% | +$620K | 0.05% | 379 |
|
|
2020
Q4 | $266K | Sell |
2,894
-66
| -2% | -$6.07K | 0.02% | 593 |
|
|
2020
Q3 | $223K | Sell |
2,960
-2,368
| -44% | -$178K | 0.02% | 542 |
|
|
2020
Q2 | $210K | Buy |
+5,328
| New | +$210K | 0.02% | 537 |
|
|
2018
Q4 | – | Sell |
-4,692
| Closed | -$228K | – | 474 |
|
|
2018
Q3 | $228K | Sell |
4,692
-2,000
| -30% | -$97.2K | 0.03% | 449 |
|
|
2018
Q2 | $301K | Sell |
6,692
-44
| -0.7% | -$1.98K | 0.04% | 368 |
|
|
2018
Q1 | $283K | Buy |
6,736
+200
| +3% | +$8.4K | 0.04% | 379 |
|
|
2017
Q4 | $266K | Buy |
+6,536
| New | +$266K | 0.04% | 384 |
|