LGT 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 | $233K | Sell |
1,344
-631
| -32% | -$109K | 0.59% | 36 |
|
|
2025
Q1 | $278K | Sell |
1,975
-5
| -0.3% | -$703 | 0.85% | 30 |
|
|
2024
Q4 | $316K | Buy |
1,980
+152
| +8% | +$24.3K | 0.7% | 26 |
|
|
2024
Q3 | $277K | Buy |
1,828
+61
| +3% | +$9.26K | 0.68% | 33 |
|
|
2024
Q2 | $266K | Buy |
1,767
+549
| +45% | +$82.7K | 0.56% | 39 |
|
|
2024
Q1 | $165K | Buy |
1,218
+174
| +17% | +$23.5K | 0.19% | 125 |
|
|
2023
Q4 | $128K | Buy |
1,044
+440
| +73% | +$54K | 0.16% | 144 |
|
|
2023
Q3 | $63.4K | Sell |
604
-303
| -33% | -$31.8K | 0.08% | 199 |
|
|
2023
Q2 | $98.7K | Buy |
+907
| New | +$98.7K | 0.11% | 136 |
|
|
2023
Q1 | – | Sell |
-3,302
| Closed | -$246K | – | 154 |
|
|
2022
Q4 | $246K | Buy |
+3,302
| New | +$246K | 0.29% | 81 |
|