Laurel Wealth Advisors (North Carolina)’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 | $21.3M | Buy |
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|
2025
Q1 | $2.78M | Buy |
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|
2024
Q4 | $3.06M | Buy |
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|
2024
Q3 | $2.85M | Buy |
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|
2024
Q2 | $2.8M | Buy |
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|
2024
Q1 | $2.43M | Buy |
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|
2023
Q4 | $2.19M | Sell |
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|
2023
Q3 | $1.96M | Sell |
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|
2023
Q2 | $2.28M | Sell |
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|
2023
Q1 | $1.97M | Buy |
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|
2022
Q4 | $1.37M | Buy |
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|
2022
Q3 | $1.17M | Buy |
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|
2022
Q2 | $1.05M | Buy |
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|
2022
Q1 | $1.25M | Sell |
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|
2021
Q4 | $1.73M | Buy |
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|
2021
Q3 | $1.47M | Sell |
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|
2021
Q2 | $1.45M | Sell |
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|
2021
Q1 | $1.3M | Sell |
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|
2020
Q4 | $1.51M | Sell |
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|
2020
Q3 | $1.59M | Buy |
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|
2020
Q2 | $1.23M | Buy |
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|
2020
Q1 | $898K | Buy |
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|
2019
Q4 | $947K | Buy |
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|
2019
Q3 | $828K | Buy |
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|
2019
Q2 | $790K | Sell |
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|
2019
Q1 | $790K | Buy |
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|
2018
Q4 | $660K | Buy |
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