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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.51M	Buy	36,187 +65	+0.2%	+$11.7K	0.16%	137
2025 Q1	$5.14M	Sell	36,122 -1,781	-5%	-$253K	0.15%	141
2024 Q4	$6.02M	Sell	37,903 -887	-2%	-$141K	0.17%	110
2024 Q3	$5.99M	Sell	38,790 -261	-0.7%	-$40.3K	0.18%	108
2024 Q2	$5.63M	Buy	39,051 +939	+2%	+$135K	0.17%	125
2024 Q1	$5.15M	Sell	38,112 -2,662	-7%	-$360K	0.17%	127
2023 Q4	$5M	Buy	40,774 +2,331	+6%	+$286K	0.17%	123
2023 Q3	$4.03M	Sell	38,443 -5,151	-12%	-$540K	0.16%	132
2023 Q2	$4.75M	Buy	43,594 +850	+2%	+$92.5K	0.18%	112
2023 Q1	$3.97M	Buy	42,744 +5,291	+14%	+$491K	0.16%	129
2022 Q4	$2.79M	Buy	37,453 +10,476	+39%	+$780K	0.12%	176
2022 Q3	$1.98M	Sell	26,977 -1,135	-4%	-$83.3K	0.1%	195
2022 Q2	$2.25M	Sell	28,112 -5,620	-17%	-$449K	0.15%	164
2022 Q1	$3.48M	Sell	33,732 -361	-1%	-$37.2K	0.19%	109
2021 Q4	$3.92M	Buy	34,093 +1,538	+5%	+$177K	0.21%	102
2021 Q3	$3.3M	Buy	32,555 +467	+1%	+$47.3K	0.2%	125
2021 Q2	$3.19M	Sell	32,088 -44,325	-58%	-$4.41M	0.19%	138
2021 Q1	$6.7M	Buy	76,413 +1,056	+1%	+$92.6K	0.46%	44
2020 Q4	$6.41M	Buy	75,357 +9,161	+14%	+$779K	0.48%	39
2020 Q3	$4.98M	Sell	66,196 -4,720	-7%	-$355K	0.43%	46
2020 Q2	$4.78M	Buy	70,916 +39,820	+128%	+$2.69M	0.47%	42
2020 Q1	$1.59M	Sell	31,096 -412	-1%	-$21.1K	0.22%	122
2019 Q4	$1.83M	Buy	31,508 +10,604	+51%	+$617K	0.19%	132
2019 Q3	$1.07M	Buy	20,904 +8	+0%	+$408	0.14%	178
2019 Q2	$1.03M	Sell	20,896 -54,800	-72%	-$2.71M	0.13%	194
2019 Q1	$3.61M	Buy	75,696 +55,080	+267%	+$2.62M	0.53%	34
2018 Q4	$824K	Sell	20,616 -33,692	-62%	-$1.35M	0.16%	158
2018 Q3	$2.63M	Buy	54,308 +4,692	+9%	+$228K	0.4%	49
2018 Q2	$2.21M	Sell	49,616 -164	-0.3%	-$7.31K	0.5%	42
2018 Q1	$2.09M	Buy	49,780 +6,576	+15%	+$276K	0.53%	35
2017 Q4	$1.76M	Buy	+43,204	New	+$1.76M	0.66%	34