Lido 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 | $9.15M | Buy |
52,821
+605
| +1% | +$105K | 0.04% | 249 |
|
|
2025
Q1 | $7.33M | Sell |
52,216
-1,457
| -3% | -$205K | 0.03% | 265 |
|
|
2024
Q4 | $8.56M | Sell |
53,673
-3,882
| -7% | -$619K | 0.04% | 225 |
|
|
2024
Q3 | $8.73M | Buy |
57,555
+934
| +2% | +$142K | 0.04% | 207 |
|
|
2024
Q2 | $8.52M | Sell |
56,621
-1,220
| -2% | -$184K | 0.05% | 193 |
|
|
2024
Q1 | $7.81M | Sell |
57,841
-2,978
| -5% | -$402K | 0.05% | 199 |
|
|
2023
Q4 | $7.47M | Sell |
60,819
-5,510
| -8% | -$676K | 0.05% | 194 |
|
|
2023
Q3 | $6.96M | Sell |
66,329
-3,876
| -6% | -$407K | 0.05% | 173 |
|
|
2023
Q2 | $7.64M | Buy |
70,205
+1,455
| +2% | +$158K | 0.05% | 163 |
|
|
2023
Q1 | $6.38M | Buy |
68,750
+22,404
| +48% | +$2.08M | 0.06% | 169 |
|
|
2022
Q4 | $3.45M | Buy |
46,346
+4,382
| +10% | +$326K | 0.04% | 194 |
|
|
2022
Q3 | $3.08M | Sell |
41,964
-4,758
| -10% | -$349K | 0.04% | 177 |
|
|
2022
Q2 | $3.74M | Sell |
46,722
-10,766
| -19% | -$861K | 0.05% | 142 |
|
|
2022
Q1 | $5.92M | Sell |
57,488
-4,443
| -7% | -$458K | 0.07% | 125 |
|
|
2021
Q4 | $7.11M | Sell |
61,931
-4,869
| -7% | -$559K | 0.08% | 118 |
|
|
2021
Q3 | $6.76M | Sell |
66,800
-4,041
| -6% | -$409K | 0.09% | 104 |
|
|
2021
Q2 | $7.04M | Sell |
70,841
-2,459
| -3% | -$244K | 0.1% | 105 |
|
|
2021
Q1 | $6.43M | Sell |
73,300
-3,575
| -5% | -$314K | 0.11% | 101 |
|
|
2020
Q4 | $6.54M | Sell |
76,875
-6,233
| -7% | -$530K | 0.14% | 90 |
|
|
2020
Q3 | $6.26M | Sell |
83,108
-8,784
| -10% | -$661K | 0.16% | 73 |
|
|
2020
Q2 | $6.2M | Sell |
91,892
-19,500
| -18% | -$1.32M | 0.19% | 64 |
|
|
2020
Q1 | $5.69M | Sell |
111,392
-27,404
| -20% | -$1.4M | 0.24% | 52 |
|
|
2019
Q4 | $8.07M | Sell |
138,796
-14,136
| -9% | -$822K | 0.32% | 45 |
|
|
2019
Q3 | $7.81M | Sell |
152,932
-18,992
| -11% | -$970K | 0.4% | 40 |
|
|
2019
Q2 | $8.51M | Sell |
171,924
-34,036
| -17% | -$1.68M | 0.49% | 36 |
|
|
2019
Q1 | $9.81M | Buy |
205,960
+80,292
| +64% | +$3.83M | 0.64% | 32 |
|
|
2018
Q4 | $5.02M | Buy |
+125,668
| New | +$5.02M | 0.5% | 30 |
|
|
2016
Q2 | – | Sell |
-21,452
| Closed | -$582K | – | 171 |
|
|
2016
Q1 | $582K | Buy |
+21,452
| New | +$582K | 0.2% | 50 |
|