FIA
Foundations Investment Advisors’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.4M | Buy |
314,185
+28,039
| +10% | +$4.86M | 0.86% | 25 |
|
|
2025
Q1 | $40.2M | Buy |
286,146
+32,764
| +13% | +$4.6M | 0.74% | 29 |
|
|
2024
Q4 | $40.4M | Sell |
253,382
-3,878
| -2% | -$619K | 0.78% | 33 |
|
|
2024
Q3 | $39M | Buy |
257,260
+38,648
| +18% | +$5.86M | 0.82% | 26 |
|
|
2024
Q2 | $32.9M | Buy |
218,612
+7,988
| +4% | +$1.2M | 0.8% | 29 |
|
|
2024
Q1 | $28.4M | Buy |
210,624
+21,463
| +11% | +$2.9M | 0.74% | 30 |
|
|
2023
Q4 | $24.2M | Buy |
189,161
+88,104
| +87% | +$11.3M | 0.65% | 32 |
|
|
2023
Q3 | $10.6M | Sell |
101,057
-113,317
| -53% | -$11.9M | 0.33% | 62 |
|
|
2023
Q2 | $23.3M | Buy |
214,374
+56,364
| +36% | +$6.14M | 0.77% | 28 |
|
|
2023
Q1 | $14.7M | Buy |
158,010
+18,049
| +13% | +$1.68M | 0.52% | 32 |
|
|
2022
Q4 | $10.4M | Buy |
139,961
+124,707
| +818% | +$9.29M | 0.41% | 41 |
|
|
2022
Q3 | $1.12M | Buy |
+15,254
| New | +$1.12M | 0.05% | 158 |
|