Mount Yale Investment 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 | $2.17M | Sell |
12,521
-2,390
| -16% | -$414K | 0.17% | 123 |
|
|
2025
Q1 | $2.09M | Buy |
14,911
+414
| +3% | +$58.1K | 0.18% | 114 |
|
|
2024
Q4 | $2.31M | Sell |
14,497
-2,370
| -14% | -$378K | 0.19% | 107 |
|
|
2024
Q3 | $2.56M | Sell |
16,867
-2,745
| -14% | -$416K | 0.25% | 96 |
|
|
2024
Q2 | $2.95M | Sell |
19,612
-2,026
| -9% | -$305K | 0.23% | 88 |
|
|
2024
Q1 | $2.92M | Buy |
21,638
+3,255
| +18% | +$440K | 0.22% | 97 |
|
|
2023
Q4 | $2.26M | Buy |
18,383
+3,899
| +27% | +$479K | 0.21% | 108 |
|
|
2023
Q3 | $1.52M | Sell |
14,484
-12,774
| -47% | -$1.34M | 0.17% | 134 |
|
|
2023
Q2 | $2.97M | Buy |
27,258
+814
| +3% | +$88.6K | 0.31% | 73 |
|
|
2023
Q1 | $2.45M | Buy |
26,444
+6,328
| +31% | +$587K | 0.28% | 86 |
|
|
2022
Q4 | $1.5M | Buy |
+20,116
| New | +$1.5M | 0.17% | 136 |
|
|
2022
Q2 | – | Sell |
-2,405
| Closed | -$248K | – | 475 |
|
|
2022
Q1 | $248K | Sell |
2,405
-107
| -4% | -$11K | 0.03% | 410 |
|
|
2021
Q4 | $288K | Hold |
2,512
| – | – | 0.03% | 379 |
|
|
2021
Q3 | $254K | Buy |
+2,512
| New | +$254K | 0.03% | 390 |
|