Financial Services Advisory’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 | $880K | Buy |
+5,077
| New | +$880K | 0.42% | 30 |
|
|
2024
Q3 | – | Sell |
-5,663
| Closed | -$852K | – | 59 |
|
|
2024
Q2 | $852K | Buy |
+5,663
| New | +$852K | 0.23% | 39 |
|
|
2024
Q1 | – | Sell |
-7,213
| Closed | -$885K | – | 58 |
|
|
2023
Q4 | $885K | Buy |
+7,213
| New | +$885K | 0.25% | 42 |
|
|
2023
Q3 | – | Sell |
-8,736
| Closed | -$951K | – | 52 |
|
|
2023
Q2 | $951K | Buy |
8,736
+190
| +2% | +$20.7K | 0.39% | 28 |
|
|
2023
Q1 | $793K | Buy |
+8,546
| New | +$793K | 0.52% | 27 |
|
|
2021
Q4 | – | Sell |
-7,128
| Closed | -$722K | – | 46 |
|
|
2021
Q3 | $722K | Buy |
+7,128
| New | +$722K | 0.24% | 36 |
|