Icon Wealth 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 | $18.3M | Sell |
105,584
-3,059
| -3% | -$530K | 1.3% | 18 |
|
|
2025
Q1 | $15.3M | Buy |
108,643
+11,901
| +12% | +$1.67M | 1.26% | 17 |
|
|
2024
Q4 | $15.4M | Sell |
96,742
-4,454
| -4% | -$711K | 1.27% | 20 |
|
|
2024
Q3 | $15.3M | Sell |
101,196
-5,122
| -5% | -$777K | 1.28% | 19 |
|
|
2024
Q2 | $15.6M | Sell |
106,318
-5,628
| -5% | -$824K | 1.38% | 15 |
|
|
2024
Q1 | $15.1M | Buy |
111,946
+9,874
| +10% | +$1.33M | 1.4% | 15 |
|
|
2023
Q4 | $12.5M | Buy |
+102,072
| New | +$12.5M | 1.3% | 15 |
|
|
2022
Q4 | $5.46M | Buy |
+73,295
| New | +$5.46M | 0.63% | 37 |
|