Investment Advisory Group’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 | $1.39M | Buy |
8,031
+293
| +4% | +$50.8K | 0.42% | 54 |
|
|
2025
Q1 | $1.09M | Buy |
7,738
+227
| +3% | +$31.9K | 0.36% | 59 |
|
|
2024
Q4 | $1.2M | Sell |
7,511
-72
| -0.9% | -$11.5K | 0.4% | 55 |
|
|
2024
Q3 | $1.15M | Buy |
7,583
+73
| +1% | +$11.1K | 0.4% | 55 |
|
|
2024
Q2 | $1.13M | Buy |
7,510
+396
| +6% | +$59.6K | 0.44% | 55 |
|
|
2024
Q1 | $961K | Buy |
7,114
+115
| +2% | +$15.5K | 0.4% | 53 |
|
|
2023
Q4 | $859K | Sell |
6,999
-125
| -2% | -$15.3K | 0.39% | 54 |
|
|
2023
Q3 | $747K | Buy |
7,124
+275
| +4% | +$28.9K | 0.39% | 54 |
|
|
2023
Q2 | $746K | Buy |
6,849
+596
| +10% | +$64.9K | 0.38% | 55 |
|
|
2023
Q1 | $580K | Sell |
6,253
-59
| -0.9% | -$5.48K | 0.33% | 65 |
|
|
2022
Q4 | $470K | Buy |
6,312
+251
| +4% | +$18.7K | 0.29% | 76 |
|
|
2022
Q3 | $445K | Hold |
6,061
| – | – | 0.31% | 66 |
|
|
2022
Q2 | $485K | Buy |
6,061
+69
| +1% | +$5.52K | 0.33% | 63 |
|
|
2022
Q1 | $618K | Buy |
5,992
+209
| +4% | +$21.6K | 0.38% | 55 |
|
|
2021
Q4 | $602K | Buy |
+5,783
| New | +$602K | 0.39% | 52 |
|