Meridian Wealth 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 | $1.51M | Sell |
8,706
-380
| -4% | -$65.8K | 0.24% | 66 |
|
|
2025
Q1 | $1.28M | Sell |
9,086
-130
| -1% | -$18.3K | 0.22% | 70 |
|
|
2024
Q4 | $1.47M | Hold |
9,216
| – | – | 0.24% | 65 |
|
|
2024
Q3 | $1.4M | Hold |
9,216
| – | – | 0.23% | 69 |
|
|
2024
Q2 | $1.39M | Hold |
9,216
| – | – | 0.25% | 67 |
|
|
2024
Q1 | $1.24M | Hold |
9,216
| – | – | 0.23% | 71 |
|
|
2023
Q4 | $1.13M | Hold |
9,216
| – | – | 0.25% | 74 |
|
|
2023
Q3 | $967K | Sell |
9,216
-560
| -6% | -$58.8K | 0.24% | 74 |
|
|
2023
Q2 | $1.06M | Sell |
9,776
-1,138
| -10% | -$124K | 0.26% | 74 |
|
|
2023
Q1 | $1.01M | Hold |
10,914
| – | – | 0.25% | 75 |
|
|
2022
Q4 | $813K | Hold |
10,914
| – | – | 0.21% | 87 |
|
|
2022
Q3 | $801K | Hold |
10,914
| – | – | 0.23% | 83 |
|
|
2022
Q2 | $873K | Hold |
10,914
| – | – | 0.23% | 86 |
|
|
2022
Q1 | $1.13M | Sell |
10,914
-650
| -6% | -$67K | 0.26% | 78 |
|
|
2021
Q4 | $1.33M | Sell |
11,564
-365
| -3% | -$41.9K | 0.32% | 69 |
|
|
2021
Q3 | $1.21M | Sell |
11,929
-410
| -3% | -$41.5K | 0.34% | 69 |
|
|
2021
Q2 | $1.23M | Sell |
12,339
-301
| -2% | -$29.9K | 0.35% | 68 |
|
|
2021
Q1 | $1.11M | Hold |
12,640
| – | – | 0.37% | 64 |
|
|
2020
Q4 | $1.08M | Hold |
12,640
| – | – | 0.39% | 55 |
|
|
2020
Q3 | $951K | Hold |
12,640
| – | – | 0.41% | 56 |
|
|
2020
Q2 | $853K | Hold |
12,640
| – | – | 0.39% | 56 |
|
|
2020
Q1 | $646K | Hold |
12,640
| – | – | 0.36% | 59 |
|
|
2019
Q4 | $735K | Hold |
12,640
| – | – | 0.29% | 68 |
|
|
2019
Q3 | $645K | Hold |
12,640
| – | – | 0.28% | 72 |
|
|
2019
Q2 | $625K | Hold |
12,640
| – | – | 0.44% | 47 |
|
|
2019
Q1 | $602K | Hold |
12,640
| – | – | 0.44% | 48 |
|
|
2018
Q4 | $505K | Buy |
+12,640
| New | +$505K | 0.39% | 47 |
|