Level Four Advisory Services’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 | $349K | Hold |
2,016
| – | – | 0.01% | 618 |
|
|
2025
Q1 | $283K | Sell |
2,016
-123
| -6% | -$17.3K | 0.01% | 641 |
|
|
2024
Q4 | $341K | Sell |
2,139
-360
| -14% | -$57.4K | 0.01% | 585 |
|
|
2024
Q3 | $377K | Sell |
2,499
-87
| -3% | -$13.1K | 0.02% | 579 |
|
|
2024
Q2 | $389K | Sell |
2,586
-1,264
| -33% | -$190K | 0.02% | 544 |
|
|
2024
Q1 | $473K | Hold |
3,850
| – | – | 0.03% | 490 |
|
|
2023
Q4 | $473K | Sell |
3,850
-1,062
| -22% | -$130K | 0.03% | 486 |
|
|
2023
Q3 | $515K | Buy |
4,912
+504
| +11% | +$52.9K | 0.03% | 432 |
|
|
2023
Q2 | $480K | Buy |
+4,408
| New | +$480K | 0.03% | 480 |
|
|
2020
Q4 | – | Sell |
-3,248
| Closed | -$244K | – | 604 |
|
|
2020
Q3 | $244K | Sell |
3,248
-512
| -14% | -$38.5K | 0.02% | 480 |
|
|
2020
Q2 | $252K | Sell |
3,760
-532
| -12% | -$35.7K | 0.02% | 490 |
|
|
2020
Q1 | $219K | Sell |
4,292
-188
| -4% | -$9.59K | 0.03% | 439 |
|
|
2019
Q4 | $263K | Sell |
4,480
-148
| -3% | -$8.69K | 0.01% | 487 |
|
|
2019
Q3 | $236K | Hold |
4,628
| – | – | 0.02% | 442 |
|
|
2019
Q2 | $230K | Buy |
4,628
+120
| +3% | +$5.96K | 0.02% | 467 |
|
|
2019
Q1 | $214K | Sell |
4,508
-808
| -15% | -$38.4K | 0.02% | 472 |
|
|
2018
Q4 | $213K | Sell |
5,316
-168
| -3% | -$6.73K | 0.03% | 468 |
|
|
2018
Q3 | $266K | Sell |
5,484
-1,200
| -18% | -$58.2K | 0.03% | 491 |
|
|
2018
Q2 | $298K | Sell |
6,684
-140
| -2% | -$6.24K | 0.02% | 480 |
|
|
2018
Q1 | $287K | Buy |
6,824
+24
| +0.4% | +$1.01K | 0.02% | 451 |
|
|
2017
Q4 | $277K | Buy |
6,800
+1,304
| +24% | +$53.1K | 0.02% | 470 |
|
|
2017
Q3 | $206K | Buy |
+5,496
| New | +$206K | 0.02% | 482 |
|