JFS Wealth 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
Q2 | $2.88M | Sell |
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|
2025
Q1 | $2.42M | Buy |
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|
2024
Q4 | $2.57M | Buy |
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|
2024
Q3 | $2.4M | Buy |
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|
2024
Q2 | $2.33M | Buy |
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|
2024
Q1 | $1.74M | Buy |
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|
2023
Q4 | $1.34M | Buy |
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|
2023
Q3 | $897K | Buy |
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|
2023
Q2 | $896K | Buy |
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|
2023
Q1 | $756K | Hold |
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|
2022
Q4 | $607K | Hold |
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|
2022
Q3 | $598K | Hold |
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|
2022
Q2 | $651K | Hold |
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|
2022
Q1 | $840K | Hold |
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|
2021
Q4 | $936K | Hold |
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|
2021
Q3 | $825K | Buy |
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