MFA
Mayflower Financial Advisors’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.64M | Buy |
26,782
+518
| +2% | +$89.7K | 0.65% | 40 |
|
|
2025
Q1 | $3.69M | Buy |
26,264
+1,456
| +6% | +$204K | 0.56% | 45 |
|
|
2024
Q4 | $3.96M | Buy |
24,808
+190
| +0.8% | +$30.3K | 0.59% | 41 |
|
|
2024
Q3 | $3.73M | Sell |
24,618
-35
| -0.1% | -$5.31K | 0.56% | 45 |
|
|
2024
Q2 | $3.71M | Buy |
24,653
+1,102
| +5% | +$166K | 0.61% | 41 |
|
|
2024
Q1 | $3.18M | Buy |
23,551
+2,060
| +10% | +$278K | 0.53% | 47 |
|
|
2023
Q4 | $2.64M | Buy |
21,491
+7,844
| +57% | +$963K | 0.36% | 65 |
|
|
2023
Q3 | $1.43M | Sell |
13,647
-26,143
| -66% | -$2.74M | 0.21% | 96 |
|
|
2023
Q2 | $4.33M | Sell |
39,790
-6,328
| -14% | -$689K | 0.56% | 45 |
|
|
2023
Q1 | $4.28M | Buy |
46,118
+15,553
| +51% | +$1.44M | 0.56% | 44 |
|
|
2022
Q4 | $2.28M | Buy |
+30,565
| New | +$2.28M | 0.32% | 67 |
|
|
2022
Q3 | – | Sell |
-3,031
| Closed | -$242K | – | 349 |
|
|
2022
Q2 | $242K | Sell |
3,031
-567
| -16% | -$45.3K | 0.04% | 289 |
|
|
2022
Q1 | $371K | Buy |
3,598
+1,834
| +104% | +$189K | 0.05% | 237 |
|
|
2021
Q4 | $203K | Buy |
+1,764
| New | +$203K | 0.03% | 316 |
|