IFP Advisors’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.57M | Buy |
43,667
+826
| +2% | +$143K | 0.22% | 91 |
|
|
2025
Q1 | $6.02M | Buy |
42,841
+9,150
| +27% | +$1.29M | 0.19% | 111 |
|
|
2024
Q4 | $5.37M | Buy |
33,691
+20,476
| +155% | +$3.27M | 0.18% | 126 |
|
|
2024
Q3 | $2M | Sell |
13,215
-4,450
| -25% | -$675K | 0.07% | 305 |
|
|
2024
Q2 | $2.66M | Sell |
17,665
-448
| -2% | -$67.5K | 0.11% | 203 |
|
|
2024
Q1 | $2.45M | Sell |
18,113
-82
| -0.5% | -$11.1K | 0.11% | 210 |
|
|
2023
Q4 | $2.23M | Buy |
18,195
+629
| +4% | +$77.2K | 0.11% | 214 |
|
|
2023
Q3 | $1.84M | Sell |
17,566
-4,391
| -20% | -$461K | 0.08% | 252 |
|
|
2023
Q2 | $2.39M | Buy |
21,957
+3,700
| +20% | +$403K | 0.1% | 216 |
|
|
2023
Q1 | $1.29M | Sell |
18,257
-4,716
| -21% | -$333K | 0.06% | 323 |
|
|
2022
Q4 | $1.64M | Buy |
22,973
+15,888
| +224% | +$1.14M | 0.04% | 434 |
|
|
2022
Q3 | $551K | Sell |
7,085
-810
| -10% | -$63K | 0.01% | 880 |
|
|
2022
Q2 | $596K | Hold |
7,895
| – | – | 0.02% | 768 |
|
|
2022
Q1 | $596K | Sell |
7,895
-1,988
| -20% | -$150K | 0.02% | 768 |
|
|
2021
Q4 | $1.14M | Buy |
9,883
+2,004
| +25% | +$230K | 0.02% | 373 |
|
|
2021
Q3 | $805K | Buy |
7,879
+4,543
| +136% | +$464K | 0.02% | 432 |
|
|
2021
Q2 | $331K | Sell |
3,336
-460
| -12% | -$45.6K | 0.01% | 683 |
|
|
2021
Q1 | $333K | Buy |
3,796
+420
| +12% | +$36.8K | 0.01% | 647 |
|
|
2020
Q4 | $288K | Buy |
3,376
+232
| +7% | +$19.8K | 0.01% | 674 |
|
|
2020
Q3 | $237K | Sell |
3,144
-1,500
| -32% | -$113K | 0.01% | 645 |
|
|
2020
Q2 | $307K | Sell |
4,644
-840
| -15% | -$55.5K | 0.02% | 534 |
|
|
2020
Q1 | $278K | Sell |
5,484
-484
| -8% | -$24.5K | 0.03% | 473 |
|
|
2019
Q4 | $346K | Buy |
5,968
+632
| +12% | +$36.6K | 0.03% | 507 |
|
|
2019
Q3 | $264K | Buy |
+5,336
| New | +$264K | 0.02% | 672 |
|
|
2019
Q1 | $157K | Sell |
3,316
-43,168
| -93% | -$2.04M | 0.02% | 536 |
|
|
2018
Q4 | $1.85M | Buy |
46,484
+6,284
| +16% | +$250K | 0.11% | 202 |
|
|
2018
Q3 | $1.95M | Buy |
40,200
+584
| +1% | +$28.3K | 0.08% | 267 |
|
|
2018
Q2 | $1.77M | Sell |
39,616
-7,420
| -16% | -$331K | 0.07% | 277 |
|
|
2018
Q1 | $1.91M | Hold |
47,036
| – | – | 0.09% | 241 |
|
|
2017
Q4 | $1.91M | Sell |
47,036
-10,372
| -18% | -$422K | 0.09% | 241 |
|
|
2017
Q3 | $2.15M | Sell |
57,408
-10,096
| -15% | -$378K | 0.09% | 251 |
|
|
2017
Q2 | $2.36M | Buy |
67,504
+30,772
| +84% | +$1.07M | 0.1% | 225 |
|
|
2017
Q1 | $1.24M | Sell |
36,732
-31,376
| -46% | -$1.06M | 0.05% | 371 |
|
|
2016
Q4 | $2.05M | Buy |
68,108
+24,052
| +55% | +$723K | 0.1% | 220 |
|
|
2016
Q3 | $1.31M | Buy |
44,056
+7,632
| +21% | +$227K | 0.07% | 299 |
|
|
2016
Q2 | $959K | Buy |
36,424
+33,108
| +998% | +$872K | 0.05% | 364 |
|
|
2016
Q1 | $157K | Sell |
3,316
-17,060
| -84% | -$808K | 0.02% | 536 |
|
|
2015
Q4 | $545K | Buy |
+20,376
| New | +$545K | 0.04% | 474 |
|