Lloyd 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 | $263K | Sell |
1,520
-194
| -11% | -$33.6K | 0.13% | 79 |
|
|
2025
Q1 | $241K | Sell |
1,714
-166
| -9% | -$23.3K | 0.12% | 80 |
|
|
2024
Q4 | $300K | Sell |
1,880
-131
| -7% | -$20.9K | 0.14% | 73 |
|
|
2024
Q3 | $305K | Sell |
2,011
-207
| -9% | -$31.4K | 0.15% | 80 |
|
|
2024
Q2 | $334K | Buy |
+2,218
| New | +$334K | 0.16% | 69 |
|
|
2024
Q1 | – | Sell |
-2,138
| Closed | -$262K | – | 153 |
|
|
2023
Q4 | $262K | Buy |
+2,138
| New | +$262K | 0.12% | 102 |
|
|
2020
Q1 | – | Sell |
-6,196
| Closed | -$360K | – | 345 |
|
|
2019
Q4 | $360K | Buy |
+6,196
| New | +$360K | 0.33% | 42 |
|