Financial Life 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 | $9.61M | Buy |
55,444
+2,197
| +4% | +$381K | 3.29% | 11 |
|
|
2025
Q1 | $7.48M | Buy |
53,247
+938
| +2% | +$132K | 2.79% | 12 |
|
|
2024
Q4 | $8.34M | Sell |
52,309
-95
| -0.2% | -$15.2K | 3.13% | 12 |
|
|
2024
Q3 | $7.95M | Buy |
52,404
+1,646
| +3% | +$250K | 3% | 13 |
|
|
2024
Q2 | $7.64M | Buy |
50,758
+1,675
| +3% | +$252K | 3.1% | 12 |
|
|
2024
Q1 | $6.63M | Buy |
49,083
+1,888
| +4% | +$255K | 2.77% | 12 |
|
|
2023
Q4 | $5.79M | Buy |
47,195
+11,614
| +33% | +$1.43M | 2.49% | 14 |
|
|
2023
Q3 | $3.73M | Sell |
35,581
-99
| -0.3% | -$10.4K | 1.61% | 17 |
|
|
2023
Q2 | $3.88M | Buy |
35,680
+5,751
| +19% | +$626K | 1.62% | 16 |
|
|
2023
Q1 | $2.78M | Buy |
+29,929
| New | +$2.78M | 1.19% | 23 |
|