NEWAS
N.E.W. Advisory Services’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $945K | Sell |
5,453
-64
| -1% | -$11.1K | 0.09% | 76 |
|
|
2025
Q1 | $775K | Sell |
5,517
-16
| -0.3% | -$2.25K | 0.06% | 98 |
|
|
2024
Q4 | $883K | Sell |
5,533
-512
| -8% | -$81.7K | 0.08% | 84 |
|
|
2024
Q3 | $917K | Sell |
6,045
-844
| -12% | -$128K | 0.09% | 78 |
|
|
2024
Q2 | $1.04M | Hold |
6,889
| – | – | 0.11% | 70 |
|
|
2024
Q1 | $930K | Sell |
6,889
-159
| -2% | -$21.5K | 0.1% | 74 |
|
|
2023
Q4 | $865K | Sell |
7,048
-1
| -0% | -$123 | 0.1% | 73 |
|
|
2023
Q3 | $740K | Buy |
7,049
+1
| +0% | +$105 | 0.11% | 80 |
|
|
2023
Q2 | $767K | Sell |
7,048
-920
| -12% | -$100K | 0.11% | 71 |
|
|
2023
Q1 | $740K | Sell |
7,968
-125
| -2% | -$11.6K | 0.11% | 68 |
|
|
2022
Q4 | $603K | Sell |
8,093
-1,383
| -15% | -$103K | 0.09% | 73 |
|
|
2022
Q3 | $695K | Sell |
9,476
-680
| -7% | -$49.9K | 0.13% | 65 |
|
|
2022
Q2 | $812K | Sell |
10,156
-4,885
| -32% | -$391K | 0.14% | 61 |
|
|
2022
Q1 | $1.32M | Buy |
15,041
+3,813
| +34% | +$334K | 0.25% | 44 |
|
|
2021
Q4 | $1.29M | Sell |
11,228
-137
| -1% | -$15.7K | 0.19% | 50 |
|
|
2021
Q3 | $1.15M | Sell |
11,365
-1,360
| -11% | -$138K | 0.19% | 51 |
|
|
2021
Q2 | $1.27M | Sell |
12,725
-2,316
| -15% | -$231K | 0.21% | 48 |
|
|
2021
Q1 | $1.35M | Sell |
15,041
-2,176
| -13% | -$195K | 0.25% | 45 |
|
|
2020
Q4 | $1.46M | Buy |
+17,217
| New | +$1.46M | 0.31% | 44 |
|