LexAurum 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 | $711K | Sell |
4,106
-163
| -4% | -$28.2K | 0.11% | 153 |
|
|
2025
Q1 | $600K | Buy |
4,269
+46
| +1% | +$6.46K | 0.11% | 164 |
|
|
2024
Q4 | $674K | Sell |
4,223
-80
| -2% | -$12.8K | 0.13% | 143 |
|
|
2024
Q3 | $652K | Sell |
4,303
-95
| -2% | -$14.4K | 0.14% | 136 |
|
|
2024
Q2 | $662K | Sell |
4,398
-16
| -0.4% | -$2.41K | 0.16% | 124 |
|
|
2024
Q1 | $596K | Sell |
4,414
-512
| -10% | -$69.2K | 0.15% | 133 |
|
|
2023
Q4 | $605K | Buy |
4,926
+465
| +10% | +$57.1K | 0.16% | 135 |
|
|
2023
Q3 | $468K | Sell |
4,461
-1,843
| -29% | -$193K | 0.14% | 147 |
|
|
2023
Q2 | $686K | Buy |
6,304
+67
| +1% | +$7.3K | 0.21% | 108 |
|
|
2023
Q1 | $579K | Buy |
6,237
+1,059
| +20% | +$98.3K | 0.19% | 111 |
|
|
2022
Q4 | $386K | Buy |
+5,178
| New | +$386K | 0.14% | 152 |
|
|
2022
Q3 | – | Sell |
-2,522
| Closed | -$202K | – | 254 |
|
|
2022
Q2 | $202K | Sell |
2,522
-1,397
| -36% | -$112K | 0.08% | 232 |
|
|
2022
Q1 | $404K | Sell |
3,919
-797
| -17% | -$82.2K | 0.13% | 154 |
|
|
2021
Q4 | $542K | Sell |
4,716
-2,009
| -30% | -$231K | 0.18% | 124 |
|
|
2021
Q3 | $681K | Buy |
6,725
+4,084
| +155% | +$414K | 0.2% | 126 |
|
|
2021
Q2 | $263K | Sell |
2,641
-120
| -4% | -$12K | 0.08% | 245 |
|
|
2021
Q1 | $242K | Sell |
2,761
-571
| -17% | -$50K | 0.08% | 219 |
|
|
2020
Q4 | $283K | Hold |
3,332
| – | – | 0.1% | 193 |
|
|
2020
Q3 | $251K | Hold |
3,332
| – | – | 0.1% | 190 |
|
|
2020
Q2 | $225K | Buy |
+3,332
| New | +$225K | 0.12% | 175 |
|