HA
HC 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 | $14.1M | Sell |
81,474
-2,708
| -3% | -$469K | 9.97% | 3 |
|
|
2025
Q1 | $11.8M | Buy |
84,182
+8,653
| +11% | +$1.22M | 8.85% | 3 |
|
|
2024
Q4 | $12M | Buy |
75,529
+1,326
| +2% | +$212K | 9.67% | 3 |
|
|
2024
Q3 | $11.3M | Sell |
74,203
-698
| -0.9% | -$106K | 9.25% | 3 |
|
|
2024
Q2 | $11.3M | Sell |
74,901
-1,434
| -2% | -$216K | 10.4% | 3 |
|
|
2024
Q1 | $10.3M | Buy |
76,335
+4,325
| +6% | +$584K | 4.91% | 4 |
|
|
2023
Q4 | $8.84M | Buy |
72,010
+23,194
| +48% | +$2.85M | 4.95% | 4 |
|
|
2023
Q3 | $5.12M | Buy |
48,816
+290
| +0.6% | +$30.4K | 3.04% | 6 |
|
|
2023
Q2 | $5.28M | Sell |
48,526
-11,644
| -19% | -$1.27M | 3.07% | 6 |
|
|
2023
Q1 | $5.58M | Sell |
60,170
-2,904
| -5% | -$270K | 3.45% | 6 |
|
|
2022
Q4 | $4.7M | Buy |
63,074
+4,724
| +8% | +$352K | 3.21% | 7 |
|
|
2022
Q3 | $4.28M | Buy |
58,350
+3,146
| +6% | +$231K | 2.95% | 8 |
|
|
2022
Q2 | $4.41M | Buy |
55,204
+3,720
| +7% | +$297K | 3.14% | 8 |
|
|
2022
Q1 | $5.31M | Buy |
51,484
+257
| +0.5% | +$26.5K | 3.37% | 7 |
|
|
2021
Q4 | $5.88M | Sell |
51,227
-2,766
| -5% | -$318K | 3.61% | 5 |
|
|
2021
Q3 | $5.47M | Sell |
53,993
-16,060
| -23% | -$1.63M | 3.59% | 6 |
|
|
2021
Q2 | $6.96M | Buy |
70,053
+200
| +0.3% | +$19.9K | 4.28% | 5 |
|
|
2021
Q1 | $6.13M | Sell |
69,853
-2,707
| -4% | -$237K | 3.96% | 6 |
|
|
2020
Q4 | $6.17M | Buy |
72,560
+54,465
| +301% | +$4.63M | 4.22% | 6 |
|
|
2020
Q3 | $5.45M | Sell |
18,095
-2,680
| -13% | -$807K | 4.39% | 6 |
|
|
2020
Q2 | $5.61M | Buy |
+20,775
| New | +$5.61M | 4.64% | 5 |
|
|
2020
Q1 | – | Sell |
-16,513
| Closed | -$3.84M | – | 44 |
|
|
2019
Q4 | $3.84M | Buy |
+16,513
| New | +$3.84M | 3.96% | 6 |
|