Legacy Financial 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 | $475K | Hold |
2,739
| – | – | 0.07% | 209 |
|
|
2025
Q1 | $385K | Hold |
2,739
| – | – | 0.06% | 246 |
|
|
2024
Q4 | $437K | Hold |
2,739
| – | – | 0.07% | 214 |
|
|
2024
Q3 | $415K | Hold |
2,739
| – | – | 0.07% | 224 |
|
|
2024
Q2 | $412K | Hold |
2,739
| – | – | 0.07% | 203 |
|
|
2024
Q1 | $370K | Hold |
2,739
| – | – | 0.07% | 210 |
|
|
2023
Q4 | $336K | Hold |
2,739
| – | – | 0.06% | 213 |
|
|
2023
Q3 | $287K | Hold |
2,739
| – | – | 0.06% | 207 |
|
|
2023
Q2 | $298K | Hold |
2,739
| – | – | 0.06% | 199 |
|
|
2023
Q1 | $254K | Hold |
2,739
| – | – | 0.05% | 208 |
|
|
2022
Q4 | $204K | Hold |
2,739
| – | – | 0.04% | 230 |
|
|
2022
Q3 | $201K | Sell |
2,739
-2
| -0.1% | -$147 | 0.05% | 211 |
|
|
2022
Q2 | $219K | Sell |
2,741
-3
| -0.1% | -$240 | 0.05% | 197 |
|
|
2022
Q1 | $283K | Hold |
2,744
| – | – | 0.06% | 174 |
|
|
2021
Q4 | $315K | Hold |
2,744
| – | – | 0.07% | 138 |
|
|
2021
Q3 | $278K | Hold |
2,744
| – | – | 0.07% | 138 |
|
|
2021
Q2 | $273K | Buy |
+2,744
| New | +$273K | 0.07% | 131 |
|
|
2019
Q2 | – | Sell |
-2,000
| Closed | -$95K | – | 514 |
|
|
2019
Q1 | $95K | Hold |
2,000
| – | – | 0.03% | 172 |
|
|
2018
Q4 | $80K | Hold |
2,000
| – | – | 0.03% | 166 |
|
|
2018
Q3 | $97K | Hold |
2,000
| – | – | 0.04% | 174 |
|
|
2018
Q2 | $94K | Hold |
2,000
| – | – | 0.04% | 173 |
|
|
2018
Q1 | $84K | Hold |
2,000
| – | – | 0.03% | 185 |
|
|
2017
Q4 | $81K | Buy |
+2,000
| New | +$81K | 0.03% | 201 |
|