Guardian Wealth Advisors (North Carolina)’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $397K | Sell |
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|
2025
Q1 | $392K | Buy |
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|
2024
Q4 | $288K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $125K | Hold |
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|
2023
Q4 | $113K | Hold |
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|
2023
Q3 | $97K | Sell |
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|
2023
Q2 | $105K | Hold |
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|
2023
Q1 | $89.3K | Hold |
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|
2022
Q4 | $71.7K | Buy |
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|
2022
Q3 | $68K | Hold |
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|
2022
Q2 | $74K | Buy |
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