Kestra Advisory Services’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 | $69.1M | Buy |
398,674
+36,428
| +10% | +$6.31M | 0.34% | 43 |
|
|
2025
Q1 | $50.9M | Buy |
362,246
+10,813
| +3% | +$1.52M | 0.25% | 58 |
|
|
2024
Q4 | $56.1M | Buy |
351,433
+29,301
| +9% | +$4.67M | 0.31% | 58 |
|
|
2024
Q3 | $48.8M | Sell |
322,132
-2,207
| -0.7% | -$335K | 0.27% | 68 |
|
|
2024
Q2 | $46.4M | Buy |
324,339
+26,335
| +9% | +$3.76M | 0.26% | 68 |
|
|
2024
Q1 | $40.2M | Buy |
298,004
+23,396
| +9% | +$3.16M | 0.27% | 66 |
|
|
2023
Q4 | $33.7M | Buy |
274,608
+195,522
| +247% | +$24M | 0.27% | 66 |
|
|
2023
Q3 | $8.3M | Sell |
79,086
-5,506
| -7% | -$578K | 0.08% | 267 |
|
|
2023
Q2 | $9.21M | Sell |
84,592
-9,511
| -10% | -$1.04M | 0.09% | 240 |
|
|
2023
Q1 | $8.73M | Sell |
94,103
-104,603
| -53% | -$9.71M | 0.09% | 237 |
|
|
2022
Q4 | $14.8M | Buy |
198,706
+91,571
| +85% | +$6.82M | 0.13% | 177 |
|
|
2022
Q3 | $7.86M | Sell |
107,135
-1,466
| -1% | -$108K | 0.08% | 257 |
|
|
2022
Q2 | $8.68M | Sell |
108,601
-11,594
| -10% | -$927K | 0.09% | 239 |
|
|
2022
Q1 | $12.4M | Buy |
120,195
+10,259
| +9% | +$1.06M | 0.13% | 178 |
|
|
2021
Q4 | $12.6M | Buy |
109,936
+14,694
| +15% | +$1.69M | 0.13% | 181 |
|
|
2021
Q3 | $9.64M | Buy |
95,242
+12,223
| +15% | +$1.24M | 0.1% | 228 |
|
|
2021
Q2 | $8.25M | Buy |
83,019
+7,646
| +10% | +$760K | 0.09% | 237 |
|
|
2021
Q1 | $6.61M | Sell |
75,373
-12,465
| -14% | -$1.09M | 0.08% | 267 |
|
|
2020
Q4 | $7.47M | Buy |
87,838
+30,734
| +54% | +$2.61M | 0.09% | 253 |
|
|
2020
Q3 | $4.41M | Buy |
+57,104
| New | +$4.41M | 0.08% | 261 |
|