JFS 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 | $2.88M | Sell |
16,606
-598
| -3% | -$104K | 0.18% | 75 |
|
|
2025
Q1 | $2.42M | Buy |
17,204
+1,116
| +7% | +$157K | 0.16% | 80 |
|
|
2024
Q4 | $2.57M | Buy |
16,088
+257
| +2% | +$41K | 0.18% | 75 |
|
|
2024
Q3 | $2.4M | Buy |
15,831
+366
| +2% | +$55.5K | 0.16% | 85 |
|
|
2024
Q2 | $2.33M | Buy |
15,465
+2,549
| +20% | +$384K | 0.18% | 75 |
|
|
2024
Q1 | $1.74M | Buy |
12,916
+1,974
| +18% | +$267K | 0.14% | 84 |
|
|
2023
Q4 | $1.34M | Buy |
10,942
+2,394
| +28% | +$294K | 0.11% | 97 |
|
|
2023
Q3 | $897K | Buy |
8,548
+319
| +4% | +$33.5K | 0.08% | 116 |
|
|
2023
Q2 | $896K | Buy |
8,229
+81
| +1% | +$8.82K | 0.08% | 116 |
|
|
2023
Q1 | $756K | Hold |
8,148
| – | – | 0.07% | 124 |
|
|
2022
Q4 | $607K | Hold |
8,148
| – | – | 0.06% | 143 |
|
|
2022
Q3 | $598K | Hold |
8,148
| – | – | 0.07% | 139 |
|
|
2022
Q2 | $651K | Hold |
8,148
| – | – | 0.07% | 127 |
|
|
2022
Q1 | $840K | Hold |
8,148
| – | – | 0.08% | 123 |
|
|
2021
Q4 | $936K | Hold |
8,148
| – | – | 0.09% | 124 |
|
|
2021
Q3 | $825K | Buy |
+8,148
| New | +$825K | 0.08% | 120 |
|