Nicolet Advisory Services’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 | $506K | Buy |
2,856
+23
| +0.8% | +$4.08K | 0.04% | 211 |
|
|
2025
Q1 | $376K | Buy |
2,833
+5
| +0.2% | +$664 | 0.04% | 237 |
|
|
2024
Q4 | $446K | Sell |
2,828
-81
| -3% | -$12.8K | 0.04% | 225 |
|
|
2024
Q3 | $436K | Buy |
2,909
+81
| +3% | +$12.1K | 0.04% | 227 |
|
|
2024
Q2 | $449K | Hold |
2,828
| – | – | 0.04% | 215 |
|
|
2024
Q1 | $380K | Hold |
2,828
| – | – | 0.04% | 224 |
|
|
2023
Q4 | $333K | Sell |
2,828
-91
| -3% | -$10.7K | 0.04% | 228 |
|
|
2023
Q3 | $308K | Buy |
2,919
+91
| +3% | +$9.62K | 0.03% | 222 |
|
|
2023
Q2 | $305K | Buy |
+2,828
| New | +$305K | 0.03% | 224 |
|