J.W. Cole Advisors’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.8M | Buy |
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|
2025
Q2 | $9.94M | Buy |
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|
2025
Q1 | $7.6M | Sell |
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|
2024
Q4 | $17.8M | Sell |
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|
2024
Q3 | $29.6M | Sell |
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|
2024
Q2 | $37.5M | Buy |
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|
2024
Q1 | $19.6M | Buy |
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|
2023
Q4 | $1.86M | Buy |
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|
2023
Q3 | $958K | Buy |
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|
2023
Q2 | $890K | Sell |
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|
2023
Q1 | $3.59M | Buy |
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|
2022
Q4 | $691K | Sell |
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|
2022
Q3 | $748K | Buy |
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|
2022
Q2 | $795K | Buy |
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|
2022
Q1 | $806K | Sell |
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|
2021
Q4 | $2.5M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $904K | Sell |
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|
2021
Q1 | $838K | Buy |
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|
2020
Q4 | $789K | Sell |
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|
2020
Q3 | $1.1M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $398K | Buy |
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