LVW 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 | $2.52M | Buy |
14,566
+326
| +2% | +$56.5K | 0.28% | 45 |
|
|
2025
Q1 | $2M | Buy |
14,240
+441
| +3% | +$61.9K | 0.24% | 56 |
|
|
2024
Q4 | $2.2M | Buy |
13,799
+260
| +2% | +$41.5K | 0.27% | 55 |
|
|
2024
Q3 | $2.05M | Sell |
13,539
-573
| -4% | -$86.9K | 0.26% | 60 |
|
|
2024
Q2 | $2.12M | Buy |
14,112
+242
| +2% | +$36.4K | 0.31% | 47 |
|
|
2024
Q1 | $1.87M | Buy |
13,870
+84
| +0.6% | +$11.3K | 0.32% | 54 |
|
|
2023
Q4 | $1.69M | Buy |
13,786
+463
| +3% | +$56.8K | 0.32% | 54 |
|
|
2023
Q3 | $1.4M | Sell |
13,323
-1,973
| -13% | -$207K | 0.29% | 67 |
|
|
2023
Q2 | $1.67M | Buy |
15,296
+401
| +3% | +$43.7K | 0.32% | 67 |
|
|
2023
Q1 | $1.38M | Buy |
+14,895
| New | +$1.38M | 0.27% | 74 |
|