Legacy Financial Advisors’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 | $475K | Hold |
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|
2025
Q1 | $385K | Hold |
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|
2024
Q4 | $437K | Hold |
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|
2024
Q3 | $415K | Hold |
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|
2024
Q2 | $412K | Hold |
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|
2024
Q1 | $370K | Hold |
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|
2023
Q4 | $336K | Hold |
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|
2023
Q3 | $287K | Hold |
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|
2023
Q2 | $298K | Hold |
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|
2023
Q1 | $254K | Hold |
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|
2022
Q4 | $204K | Hold |
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|
2022
Q3 | $201K | Sell |
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|
2022
Q2 | $219K | Sell |
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|
2022
Q1 | $283K | Hold |
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|
2021
Q4 | $315K | Hold |
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|
2021
Q3 | $278K | Hold |
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|
2021
Q2 | $273K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $95K | Hold |
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|
2018
Q4 | $80K | Hold |
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|
2018
Q3 | $97K | Hold |
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|
2018
Q2 | $94K | Hold |
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|
2018
Q1 | $84K | Hold |
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|
2017
Q4 | $81K | Buy |
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