Mutual Advisors’s iShares US Technology ETF IYW Stock Holding History

Mutual Advisors’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.65M	Sell	20,123 -3,051	-13%	-$590K	0.08%	247
2025 Q4	$4.63M	Sell	23,174 -2,129	-8%	-$426K	0.1%	199
2025 Q3	$5.06M	Sell	25,303 -10,884	-30%	-$1.99M	0.11%	182
2025 Q2	$6.51M	Buy	36,187 +65	+0.2%	+$9.85K	0.16%	137
2025 Q1	$5.14M	Sell	36,122 -1,781	-5%	-$277K	0.15%	141
2024 Q4	$6.02M	Sell	37,903 -887	-2%	-$140K	0.17%	110
2024 Q3	$5.99M	Sell	38,790 -261	-0.7%	-$38.4K	0.18%	108
2024 Q2	$5.63M	Buy	39,051 +939	+2%	+$130K	0.17%	125
2024 Q1	$5.15M	Sell	38,112 -2,662	-7%	-$347K	0.17%	127
2023 Q4	$5M	Buy	40,774 +2,331	+6%	+$264K	0.17%	123
2023 Q3	$4.03M	Sell	38,443 -5,151	-12%	-$560K	0.16%	132
2023 Q2	$4.75M	Buy	43,594 +850	+2%	+$83.5K	0.18%	112
2023 Q1	$3.97M	Buy	42,744 +5,291	+14%	+$444K	0.16%	129
2022 Q4	$2.79M	Buy	37,453 +10,476	+39%	+$801K	0.12%	176
2022 Q3	$1.98M	Sell	26,977 -1,135	-4%	-$96.3K	0.1%	195
2022 Q2	$2.25M	Sell	28,112 -5,620	-17%	-$497K	0.15%	164
2022 Q1	$3.48M	Sell	33,732 -361	-1%	-$36.9K	0.2%	110
2021 Q4	$3.92M	Buy	34,093 +1,538	+5%	+$171K	0.21%	103
2021 Q3	$3.3M	Buy	32,555 +467	+1%	+$48.7K	0.2%	125
2021 Q2	$3.19M	Sell	32,088 -44,325	-58%	-$4.13M	0.19%	138
2021 Q1	$6.7M	Buy	76,413 +1,056	+1%	+$92.5K	0.46%	44
2020 Q4	$6.41M	Buy	75,357 +9,161	+14%	+$732K	0.48%	39
2020 Q3	$4.98M	Sell	66,196 -4,720	-7%	-$345K	0.43%	46
2020 Q2	$4.78M	Buy	70,916 +39,820	+128%	+$2.4M	0.47%	42
2020 Q1	$1.59M	Sell	31,096 -412	-1%	-$23.9K	0.22%	122
2019 Q4	$1.83M	Buy	31,508 +10,604	+51%	+$577K	0.19%	132
2019 Q3	$1.07M	Buy	20,904 +8	+0%	+$407	0.14%	178
2019 Q2	$1.03M	Sell	20,896 -54,800	-72%	-$2.68M	0.13%	194
2019 Q1	$3.61M	Buy	75,696 +55,080	+267%	+$2.45M	0.53%	34
2018 Q4	$824K	Sell	20,616 -33,692	-62%	-$1.46M	0.16%	158
2018 Q3	$2.63M	Buy	54,308 +4,692	+9%	+$222K	0.4%	49
2018 Q2	$2.21M	Sell	49,616 -164	-0.3%	-$7.25K	0.5%	42
2018 Q1	$2.09M	Buy	49,780 +6,576	+15%	+$283K	0.53%	35
2017 Q4	$1.76M	Buy	+43,204	New	+$1.73M	0.66%	34