Legacy Financial Group (Iowa)’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.23M | Sell |
30,192
-4,312
| -12% | -$747K | 0.73% | 33 |
|
|
2025
Q1 | $4.85M | Buy |
34,504
+1,161
| +3% | +$163K | 0.75% | 27 |
|
|
2024
Q4 | $5.32M | Sell |
33,343
-1,945
| -6% | -$310K | 0.86% | 28 |
|
|
2024
Q3 | $5.35M | Sell |
35,288
-3,080
| -8% | -$467K | 1.03% | 28 |
|
|
2024
Q2 | $5.77M | Buy |
38,368
+154
| +0.4% | +$23.2K | 1.14% | 26 |
|
|
2024
Q1 | $5.16M | Buy |
38,214
+36,414
| +2,023% | +$4.92M | 1.04% | 25 |
|
|
2023
Q4 | $221K | Sell |
1,800
-21,257
| -92% | -$2.61M | 1% | 28 |
|
|
2023
Q3 | $2.42M | Sell |
23,057
-21,124
| -48% | -$2.22M | 0.57% | 32 |
|
|
2023
Q2 | $4.81M | Buy |
44,181
+14,746
| +50% | +$1.61M | 1.24% | 22 |
|
|
2023
Q1 | $2.73M | Buy |
29,435
+15,125
| +106% | +$1.4M | 0.75% | 25 |
|
|
2022
Q4 | $1.07M | Buy |
+14,310
| New | +$1.07M | 0.32% | 33 |
|