Mount Yale 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 | $2.17M | Sell |
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2025
Q1 | $2.09M | Buy |
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|
2024
Q4 | $2.31M | Sell |
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|
2024
Q3 | $2.56M | Sell |
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|
2024
Q2 | $2.95M | Sell |
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|
2024
Q1 | $2.92M | Buy |
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|
2023
Q4 | $2.26M | Buy |
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|
2023
Q3 | $1.52M | Sell |
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|
2023
Q2 | $2.97M | Buy |
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|
2023
Q1 | $2.45M | Buy |
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|
2022
Q4 | $1.5M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $248K | Sell |
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|
2021
Q4 | $288K | Hold |
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|
2021
Q3 | $254K | Buy |
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