N.E.W. Advisory Services’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
$945K Sell
2025
Q1
$775K Sell
2024
Q4
$883K Sell
2024
Q3
$917K Sell
2024
Q2
$1.04M Hold
2024
Q1
$930K Sell
2023
Q4
$865K Sell
2023
Q3
$740K Buy
2023
Q2
$767K Sell
2023
Q1
$740K Sell
2022
Q4
$603K Sell
2022
Q3
$695K Sell
2022
Q2
$812K Sell
2022
Q1
$1.32M Buy
2021
Q4
$1.29M Sell
2021
Q3
$1.15M Sell
2021
Q2
$1.27M Sell
2021
Q1
$1.35M Sell
2020
Q4
$1.46M Buy