NFP Retirement Inc’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Sell |
10,119
-58
| -0.6% | -$10K | 0.12% | 101 |
|
|
2025
Q1 | $1.43M | Hold |
10,177
| – | – | 0.11% | 98 |
|
|
2024
Q4 | $1.62M | Buy |
10,177
+9
| +0.1% | +$1.44K | 0.13% | 90 |
|
|
2024
Q3 | $1.54M | Buy |
10,168
+101
| +1% | +$15.3K | 0.12% | 96 |
|
|
2024
Q2 | $1.52M | Buy |
10,067
+1,066
| +12% | +$160K | 0.13% | 97 |
|
|
2024
Q1 | $1.22M | Buy |
9,001
+3,090
| +52% | +$417K | 0.1% | 106 |
|
|
2023
Q4 | $726K | Hold |
5,911
| – | – | 0.12% | 119 |
|
|
2023
Q3 | $620K | Sell |
5,911
-234
| -4% | -$24.6K | 0.12% | 128 |
|
|
2023
Q2 | $669K | Sell |
6,145
-5,474
| -47% | -$596K | 0.12% | 123 |
|
|
2023
Q1 | $1.08M | Buy |
11,619
+1,854
| +19% | +$172K | 0.21% | 93 |
|
|
2022
Q4 | $727K | Buy |
9,765
+3,301
| +51% | +$246K | 0.16% | 111 |
|
|
2022
Q3 | $474K | Buy |
6,464
+2
| +0% | +$147 | 0.12% | 144 |
|
|
2022
Q2 | $517K | Hold |
6,462
| – | – | 0.13% | 130 |
|
|
2022
Q1 | $666K | Buy |
+6,462
| New | +$666K | 0.16% | 104 |
|