NewEdge Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $33.2M | Sell |
182,775
-256
| -0.1% | -$49.5K | 0.12% | 175 |
|
|
2025
Q4 | $36.5M | Sell |
183,031
-34,760
| -16% | -$6.95M | 0.13% | 150 |
|
|
2025
Q3 | $42.7M | Sell |
217,791
-299,585
| -58% | -$54.8M | 0.19% | 101 |
|
|
2025
Q2 | $89.6M | Sell |
517,376
-58,293
| -10% | -$8.84M | 0.46% | 34 |
|
|
2025
Q1 | $80.8M | Buy |
575,669
+49,097
| +9% | +$7.65M | 0.48% | 34 |
|
|
2024
Q4 | $84M | Buy |
526,572
+80,260
| +18% | +$12.7M | 0.5% | 33 |
|
|
2024
Q3 | $67.7M | Buy |
446,312
+26,460
| +6% | +$3.89M | 0.44% | 42 |
|
|
2024
Q2 | $63.2M | Buy |
419,852
+76,710
| +22% | +$10.6M | 0.46% | 37 |
|
|
2024
Q1 | $46.3M | Buy |
343,142
+28,006
| +9% | +$3.65M | 0.4% | 48 |
|
|
2023
Q4 | $39.3M | Buy |
315,136
+67,160
| +27% | +$7.61M | 0.37% | 58 |
|
|
2023
Q3 | $26M | Sell |
247,976
-109,304
| -31% | -$11.9M | 0.29% | 88 |
|
|
2023
Q2 | $38.9M | Buy |
357,280
+19,208
| +6% | +$1.89M | 0.44% | 51 |
|
|
2023
Q1 | $31.4M | Buy |
338,072
+84,214
| +33% | +$7.07M | 0.39% | 70 |
|
|
2022
Q4 | $3.75M | Buy |
253,858
+155,551
| +158% | +$11.9M | 0.1% | 219 |
|
|
2022
Q3 | $7.21M | Buy |
98,307
+2,168
| +2% | +$184K | 0.12% | 185 |
|
|
2022
Q2 | $7.69M | Buy |
96,139
+11,289
| +13% | +$999K | 0.13% | 170 |
|
|
2022
Q1 | $8.74M | Sell |
84,850
-4,907
| -5% | -$501K | 0.14% | 163 |
|
|
2021
Q4 | $10.3M | Buy |
89,757
+14,012
| +18% | +$1.56M | 0.16% | 137 |
|
|
2021
Q3 | $7.67M | Buy |
75,745
+2,052
| +3% | +$214K | 0.19% | 114 |
|
|
2021
Q2 | $7.33M | Buy |
73,693
+815
| +1% | +$76K | 0.19% | 116 |
|
|
2021
Q1 | $6.39M | Buy |
72,878
+292
| +0.4% | +$25.6K | 0.19% | 118 |
|
|
2020
Q4 | $6.18M | Sell |
72,586
-590
| -0.8% | -$47.1K | 0.2% | 111 |
|
|
2020
Q3 | $5.51M | Sell |
73,176
-1,604
| -2% | -$117K | 0.19% | 114 |
|
|
2020
Q2 | $5.04M | Sell |
74,780
-4,944
| -6% | -$298K | 0.2% | 112 |
|
|
2020
Q1 | $4.07M | Buy |
79,724
+13,448
| +20% | +$779K | 0.2% | 119 |
|
|
2019
Q4 | $3.85M | Buy |
66,276
+176
| +0.3% | +$9.57K | 0.15% | 154 |
|
|
2019
Q3 | $3.38M | Sell |
66,100
-3,664
| -5% | -$186K | 0.15% | 147 |
|
|
2019
Q2 | $3.45M | Buy |
69,764
+496
| +0.7% | +$24.3K | 0.21% | 122 |
|
|
2019
Q1 | $3.3M | Sell |
69,268
-19,784
| -22% | -$880K | 0.21% | 116 |
|
|
2018
Q4 | $3.56K | Sell |
89,052
-21,552
| -19% | -$933K | 0.23% | 101 |
|
|
2018
Q3 | $5.37M | Buy |
110,604
+2,420
| +2% | +$114K | 0.41% | 65 |
|
|
2018
Q2 | $4.88K | Buy |
108,184
+34,216
| +46% | +$1.51M | 0.45% | 60 |
|
|
2018
Q1 | $3.03M | Buy |
73,968
+4,400
| +6% | +$189K | 0.35% | 74 |
|
|
2017
Q4 | $2.96M | Buy |
69,568
+5,744
| +9% | +$230K | 0.4% | 65 |
|
|
2017
Q3 | $2.44M | Buy |
63,824
+9,104
| +17% | +$334K | 0.38% | 67 |
|
|
2017
Q2 | $1.94M | Buy |
54,720
+8,504
| +18% | +$298K | 0.33% | 70 |
|
|
2017
Q1 | $1.55M | Buy |
46,216
+20,048
| +77% | +$651K | 0.35% | 75 |
|
|
2016
Q4 | $810K | Buy |
+26,168
| New | +$780K | 0.22% | 96 |
|
Other funds holding IYW
PCH
RIG