Moneta Group Investment Advisors’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
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2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $796K | Sell |
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|
2024
Q3 | $772K | Buy |
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|
2024
Q2 | $490K | Buy |
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|
2024
Q1 | $313K | Buy |
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|
2023
Q4 | $259K | Buy |
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|
2023
Q3 | $211K | Buy |
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|
2023
Q2 | $215K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $220K | Sell |
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|
2021
Q4 | $387K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $21K | Buy |
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