OneDigital Investment Advisors’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 | $102M | Sell |
588,846
-68,132
| -10% | -$11.8M | 1.13% | 20 |
|
|
2025
Q1 | $92.3M | Sell |
656,978
-485
| -0.1% | -$68.1K | 1.09% | 18 |
|
|
2024
Q4 | $105M | Sell |
657,463
-56,898
| -8% | -$9.08M | 1.22% | 17 |
|
|
2024
Q3 | $108M | Buy |
714,361
+14,758
| +2% | +$2.24M | 1.24% | 14 |
|
|
2024
Q2 | $105M | Buy |
699,603
+201,005
| +40% | +$30.3M | 1.32% | 12 |
|
|
2024
Q1 | $67.3M | Buy |
498,598
+70,217
| +16% | +$9.48M | 1.06% | 20 |
|
|
2023
Q4 | $52.6M | Buy |
428,381
+165,252
| +63% | +$20.3M | 0.92% | 22 |
|
|
2023
Q3 | $27.6M | Sell |
263,129
-155,465
| -37% | -$16.3M | 0.6% | 39 |
|
|
2023
Q2 | $45.6M | Buy |
418,594
+29,073
| +7% | +$3.17M | 1.01% | 22 |
|
|
2023
Q1 | $36.2M | Buy |
389,521
+134,830
| +53% | +$12.5M | 0.85% | 27 |
|
|
2022
Q4 | $19M | Buy |
254,691
+173,001
| +212% | +$12.9M | 0.55% | 39 |
|
|
2022
Q3 | $5.99M | Sell |
81,690
-11,558
| -12% | -$848K | 0.22% | 74 |
|
|
2022
Q2 | $7.46M | Sell |
93,248
-1,607
| -2% | -$128K | 0.32% | 46 |
|
|
2022
Q1 | $9.77M | Buy |
94,855
+1,861
| +2% | +$192K | 0.37% | 42 |
|
|
2021
Q4 | $10.7M | Buy |
92,994
+46
| +0% | +$5.28K | 0.38% | 42 |
|
|
2021
Q3 | $9.41M | Sell |
92,948
-2,886
| -3% | -$292K | 0.37% | 47 |
|
|
2021
Q2 | $9.53M | Sell |
95,834
-4,673
| -5% | -$465K | 0.39% | 42 |
|
|
2021
Q1 | $8.82M | Sell |
100,507
-3,209
| -3% | -$281K | 0.41% | 43 |
|
|
2020
Q4 | $8.82M | Sell |
103,716
-2,544
| -2% | -$216K | 0.46% | 44 |
|
|
2020
Q3 | $8M | Sell |
106,260
-3,112
| -3% | -$234K | 0.55% | 38 |
|
|
2020
Q2 | $7.38M | Buy |
109,372
+2,128
| +2% | +$144K | 0.53% | 39 |
|
|
2020
Q1 | $5.48M | Buy |
107,244
+21,256
| +25% | +$1.09M | 0.49% | 48 |
|
|
2019
Q4 | $5M | Sell |
85,988
-124
| -0.1% | -$7.21K | 0.39% | 57 |
|
|
2019
Q3 | $4.4M | Buy |
86,112
+85,220
| +9,554% | +$4.35M | 0.39% | 58 |
|
|
2019
Q2 | $44K | Buy |
892
+4
| +0.5% | +$197 | ﹤0.01% | 591 |
|
|
2019
Q1 | $42K | Hold |
888
| – | – | 0.01% | 526 |
|
|
2018
Q4 | $36K | Hold |
888
| – | – | 0.01% | 522 |
|
|
2018
Q3 | $43K | Buy |
888
+4
| +0.5% | +$194 | 0.01% | 446 |
|
|
2018
Q2 | $39K | Buy |
884
+128
| +17% | +$5.65K | 0.01% | 579 |
|
|
2018
Q1 | $32K | Hold |
756
| – | – | 0.01% | 639 |
|
|
2017
Q4 | $31K | Buy |
+756
| New | +$31K | ﹤0.01% | 647 |
|