Founders Financial Alliance’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 | $184K | Sell |
1,061
-564
| -35% | -$97.7K | 0.04% | 327 |
|
|
2025
Q1 | $228K | Sell |
1,625
-18
| -1% | -$2.53K | 0.06% | 308 |
|
|
2024
Q4 | $262K | Hold |
1,643
| – | – | 0.07% | 236 |
|
|
2024
Q3 | $249K | Sell |
1,643
-25
| -1% | -$3.79K | 0.07% | 248 |
|
|
2024
Q2 | $251K | Sell |
1,668
-221
| -12% | -$33.3K | 0.07% | 235 |
|
|
2024
Q1 | $255K | Sell |
1,889
-34
| -2% | -$4.59K | 0.08% | 223 |
|
|
2023
Q4 | $236K | Sell |
1,923
-9
| -0.5% | -$1.11K | 0.09% | 216 |
|
|
2023
Q3 | $203K | Sell |
1,932
-812
| -30% | -$85.2K | 0.09% | 224 |
|
|
2023
Q2 | $299K | Buy |
2,744
+807
| +42% | +$87.9K | 0.12% | 190 |
|
|
2023
Q1 | $179K | Sell |
1,937
-384
| -17% | -$35.5K | 0.09% | 210 |
|
|
2022
Q4 | $173K | Buy |
2,321
+193
| +9% | +$14.4K | 0.08% | 233 |
|
|
2022
Q3 | $156K | Buy |
2,128
+296
| +16% | +$21.7K | 0.08% | 228 |
|
|
2022
Q2 | $146K | Sell |
1,832
-369
| -17% | -$29.4K | 0.07% | 230 |
|
|
2022
Q1 | $227K | Buy |
2,201
+260
| +13% | +$26.8K | 0.1% | 192 |
|
|
2021
Q4 | $223K | Buy |
1,941
+166
| +9% | +$19.1K | 0.09% | 231 |
|
|
2021
Q3 | $180K | Sell |
1,775
-177
| -9% | -$17.9K | 0.08% | 229 |
|
|
2021
Q2 | $194K | Hold |
1,952
| – | – | 0.09% | 238 |
|
|
2021
Q1 | $170K | Buy |
1,952
+1,032
| +112% | +$89.9K | 0.08% | 233 |
|
|
2020
Q4 | $79K | Sell |
920
-56
| -6% | -$4.81K | 0.04% | 261 |
|
|
2020
Q3 | $74K | Buy |
+976
| New | +$74K | 0.04% | 314 |
|