Kestra Private Wealth Services’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 | $4.21M | Buy |
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|
2025
Q2 | $3.58M | Buy |
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|
2025
Q1 | $2.58M | Buy |
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|
2024
Q4 | $2.84M | Buy |
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|
2024
Q3 | $2.31M | Sell |
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|
2024
Q2 | $2.68M | Buy |
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|
2024
Q1 | $2.29M | Sell |
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|
2023
Q4 | $2.27M | Buy |
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|
2023
Q3 | $1.25M | Buy |
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|
2023
Q2 | $1.07M | Buy |
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|
2023
Q1 | $881K | Buy |
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|
2022
Q4 | $460K | Buy |
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|
2022
Q3 | $452K | Sell |
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|
2022
Q2 | $505K | Sell |
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|
2022
Q1 | $664K | Sell |
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|
2021
Q4 | $754K | Buy |
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|
2021
Q3 | $608K | Buy |
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|
2021
Q2 | $578K | Buy |
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|
2021
Q1 | $464K | Sell |
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|
2020
Q4 | $453K | Buy |
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|
2020
Q3 | $230K | Buy |
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