Hudson Valley Investment Advisors’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 | $776K | Sell |
4,480
-15
| -0.3% | -$2.6K | 0.09% | 108 |
|
|
2025
Q1 | $631K | Sell |
4,495
-145
| -3% | -$20.4K | 0.08% | 109 |
|
|
2024
Q4 | $740K | Hold |
4,640
| – | – | 0.08% | 106 |
|
|
2024
Q3 | $704K | Sell |
4,640
-400
| -8% | -$60.6K | 0.08% | 109 |
|
|
2024
Q2 | $609K | Buy |
5,040
+250
| +5% | +$30.2K | 0.08% | 119 |
|
|
2024
Q1 | $647K | Sell |
4,790
-250
| -5% | -$33.8K | 0.08% | 115 |
|
|
2023
Q4 | $609K | Buy |
5,040
+700
| +16% | +$84.5K | 0.08% | 119 |
|
|
2023
Q3 | $455K | Sell |
4,340
-80
| -2% | -$8.39K | 0.06% | 137 |
|
|
2023
Q2 | $481K | Sell |
4,420
-20
| -0.5% | -$2.18K | 0.07% | 142 |
|
|
2023
Q1 | $412K | Sell |
4,440
-275
| -6% | -$25.5K | 0.06% | 164 |
|
|
2022
Q4 | $351K | Hold |
4,715
| – | – | 0.05% | 177 |
|
|
2022
Q3 | $346K | Sell |
4,715
-45
| -0.9% | -$3.3K | 0.06% | 171 |
|
|
2022
Q2 | $381K | Sell |
4,760
-200
| -4% | -$16K | 0.06% | 158 |
|
|
2022
Q1 | $511K | Hold |
4,960
| – | – | 0.07% | 139 |
|
|
2021
Q4 | $570K | Hold |
4,960
| – | – | 0.09% | 123 |
|
|
2021
Q3 | $502K | Sell |
4,960
-500
| -9% | -$50.6K | 0.09% | 120 |
|
|
2021
Q2 | $543K | Hold |
5,460
| – | – | 0.09% | 116 |
|
|
2021
Q1 | $479K | Hold |
5,460
| – | – | 0.09% | 121 |
|
|
2020
Q4 | $465K | Sell |
5,460
-128
| -2% | -$10.9K | 0.09% | 114 |
|
|
2020
Q3 | $421K | Sell |
5,588
-1,072
| -16% | -$80.8K | 0.09% | 111 |
|
|
2020
Q2 | $449K | Hold |
6,660
| – | – | 0.1% | 108 |
|
|
2020
Q1 | $340K | Hold |
6,660
| – | – | 0.09% | 112 |
|
|
2019
Q4 | $387K | Sell |
6,660
-780
| -10% | -$45.3K | 0.08% | 122 |
|
|
2019
Q3 | $380K | Hold |
7,440
| – | – | 0.09% | 122 |
|
|
2019
Q2 | $368K | Hold |
7,440
| – | – | 0.09% | 129 |
|
|
2019
Q1 | $355K | Buy |
+7,440
| New | +$355K | 0.09% | 120 |
|
|
2018
Q4 | – | Sell |
-7,440
| Closed | -$361K | – | 164 |
|
|
2018
Q3 | $361K | Buy |
+7,440
| New | +$361K | 0.08% | 121 |
|
|
2018
Q2 | – | Sell |
-9,320
| Closed | -$392K | – | 153 |
|
|
2018
Q1 | $392K | Buy |
9,320
+1,080
| +13% | +$45.4K | 0.1% | 115 |
|
|
2017
Q4 | $335K | Sell |
8,240
-660
| -7% | -$26.8K | 0.08% | 123 |
|
|
2017
Q3 | $334K | Hold |
8,900
| – | – | 0.09% | 124 |
|
|
2017
Q2 | $311K | Hold |
8,900
| – | – | 0.09% | 126 |
|
|
2017
Q1 | $301K | Hold |
8,900
| – | – | 0.08% | 127 |
|
|
2016
Q4 | $268K | Sell |
8,900
-900
| -9% | -$27.1K | 0.08% | 130 |
|
|
2016
Q3 | $292K | Hold |
9,800
| – | – | 0.09% | 128 |
|
|
2016
Q2 | $258K | Hold |
9,800
| – | – | 0.08% | 130 |
|
|
2016
Q1 | $266K | Hold |
9,800
| – | – | 0.09% | 125 |
|
|
2015
Q4 | $262K | Hold |
9,800
| – | – | 0.08% | 129 |
|
|
2015
Q3 | $242K | Hold |
9,800
| – | – | 0.08% | 132 |
|
|
2015
Q2 | $256K | Sell |
9,800
-400
| -4% | -$10.4K | 0.08% | 125 |
|
|
2015
Q1 | $268K | Buy |
+10,200
| New | +$268K | 0.09% | 112 |
|