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NewEdge Advisors’s iShares US Technology ETF IYW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $89.6M | Sell |
517,376
-58,293
| -10% | -$10.1M | 0.46% | 34 |
|
2025
Q1 | $80.8M | Buy |
575,669
+49,097
| +9% | +$6.9M | 0.48% | 34 |
|
2024
Q4 | $84M | Buy |
526,572
+80,260
| +18% | +$12.8M | 0.5% | 33 |
|
2024
Q3 | $67.7M | Buy |
446,312
+26,460
| +6% | +$4.01M | 0.44% | 42 |
|
2024
Q2 | $63.2M | Buy |
419,852
+76,710
| +22% | +$11.5M | 0.46% | 37 |
|
2024
Q1 | $46.3M | Buy |
343,142
+28,006
| +9% | +$3.78M | 0.4% | 48 |
|
2023
Q4 | $39.3M | Buy |
315,136
+67,160
| +27% | +$8.37M | 0.37% | 58 |
|
2023
Q3 | $26M | Sell |
247,976
-109,304
| -31% | -$11.5M | 0.29% | 88 |
|
2023
Q2 | $38.9M | Buy |
357,280
+19,208
| +6% | +$2.09M | 0.44% | 51 |
|
2023
Q1 | $31.4M | Buy |
338,072
+84,214
| +33% | +$7.81M | 0.39% | 70 |
|
2022
Q4 | $3.75M | Buy |
253,858
+155,551
| +158% | +$2.3M | 0.1% | 219 |
|
2022
Q3 | $7.21M | Buy |
98,307
+2,168
| +2% | +$159K | 0.12% | 185 |
|
2022
Q2 | $7.69M | Buy |
96,139
+11,289
| +13% | +$903K | 0.13% | 169 |
|
2022
Q1 | $8.74M | Sell |
84,850
-4,907
| -5% | -$506K | 0.14% | 159 |
|
2021
Q4 | $10.3M | Buy |
89,757
+14,012
| +18% | +$1.61M | 0.16% | 137 |
|
2021
Q3 | $7.67M | Buy |
75,745
+2,052
| +3% | +$208K | 0.19% | 114 |
|
2021
Q2 | $7.33M | Buy |
73,693
+815
| +1% | +$81K | 0.19% | 116 |
|
2021
Q1 | $6.39M | Buy |
72,878
+292
| +0.4% | +$25.6K | 0.19% | 118 |
|
2020
Q4 | $6.18M | Buy |
72,586
+54,292
| +297% | +$4.62M | 0.2% | 111 |
|
2020
Q3 | $5.51M | Sell |
18,294
-401
| -2% | -$121K | 0.19% | 114 |
|
2020
Q2 | $5.04M | Sell |
18,695
-1,236
| -6% | -$333K | 0.2% | 112 |
|
2020
Q1 | $4.07M | Buy |
19,931
+3,362
| +20% | +$687K | 0.2% | 119 |
|
2019
Q4 | $3.85M | Buy |
16,569
+44
| +0.3% | +$10.2K | 0.15% | 154 |
|
2019
Q3 | $3.38M | Sell |
16,525
-916
| -5% | -$187K | 0.15% | 147 |
|
2019
Q2 | $3.45M | Buy |
17,441
+124
| +0.7% | +$24.5K | 0.21% | 122 |
|
2019
Q1 | $3.3M | Sell |
17,317
-4,946
| -22% | -$943K | 0.21% | 116 |
|
2018
Q4 | $3.56K | Sell |
22,263
-5,388
| -19% | -$862 | 0.23% | 101 |
|
2018
Q3 | $5.37M | Buy |
27,651
+605
| +2% | +$117K | 0.41% | 65 |
|
2018
Q2 | $4.88K | Buy |
27,046
+8,554
| +46% | +$1.54K | 0.45% | 60 |
|
2018
Q1 | $3.03M | Buy |
18,492
+1,100
| +6% | +$180K | 0.35% | 74 |
|
2017
Q4 | $2.96M | Buy |
17,392
+1,436
| +9% | +$244K | 0.4% | 65 |
|
2017
Q3 | $2.44M | Buy |
15,956
+2,276
| +17% | +$347K | 0.38% | 67 |
|
2017
Q2 | $1.94M | Buy |
13,680
+2,126
| +18% | +$301K | 0.33% | 70 |
|
2017
Q1 | $1.55M | Buy |
11,554
+5,012
| +77% | +$674K | 0.35% | 75 |
|
2016
Q4 | $810K | Buy |
+6,542
| New | +$810K | 0.22% | 96 |
|