Powell 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 | $413K | Buy |
2,384
+306
| +15% | +$53K | 0.16% | 81 |
|
|
2025
Q1 | $292K | Buy |
2,078
+253
| +14% | +$35.5K | 0.14% | 87 |
|
|
2024
Q4 | $291K | Hold |
1,825
| – | – | 0.13% | 96 |
|
|
2024
Q3 | $277K | Buy |
1,825
+1
| +0.1% | +$152 | 0.13% | 95 |
|
|
2024
Q2 | $275K | Buy |
1,824
+200
| +12% | +$30.1K | 0.14% | 88 |
|
|
2024
Q1 | $219K | Buy |
1,624
+1
| +0.1% | +$135 | 0.12% | 109 |
|
|
2023
Q4 | $199K | Buy |
1,623
+2
| +0.1% | +$245 | 0.11% | 118 |
|
|
2023
Q3 | $170K | Hold |
1,621
| – | – | 0.1% | 111 |
|
|
2023
Q2 | $177K | Hold |
1,621
| – | – | 0.1% | 104 |
|
|
2023
Q1 | $150K | Buy |
1,621
+1
| +0.1% | +$93 | 0.08% | 106 |
|
|
2022
Q4 | $121K | Buy |
1,620
+4
| +0.2% | +$298 | 0.07% | 111 |
|
|
2022
Q3 | $119K | Hold |
1,616
| – | – | 0.08% | 110 |
|
|
2022
Q2 | $129K | Buy |
1,616
+1
| +0.1% | +$80 | 0.08% | 114 |
|
|
2022
Q1 | $166K | Sell |
1,615
-182
| -10% | -$18.7K | 0.1% | 105 |
|
|
2021
Q4 | $206K | Buy |
1,797
+2
| +0.1% | +$229 | 0.12% | 101 |
|
|
2021
Q3 | $182K | Hold |
1,795
| – | – | 0.11% | 101 |
|
|
2021
Q2 | $178K | Buy |
1,795
+3
| +0.2% | +$297 | 0.11% | 101 |
|
|
2021
Q1 | $157K | Sell |
1,792
-679
| -27% | -$59.5K | 0.1% | 104 |
|
|
2020
Q4 | $210K | Sell |
2,471
-1
| -0% | -$85 | 0.16% | 82 |
|
|
2020
Q3 | $186K | Buy |
2,472
+1,884
| +320% | +$142K | 0.16% | 89 |
|
|
2020
Q2 | $40K | Hold |
588
| – | – | 0.04% | 104 |
|
|
2020
Q1 | $30K | Hold |
588
| – | – | 0.04% | 105 |
|
|
2019
Q4 | $34K | Buy |
+588
| New | +$34K | 0.04% | 112 |
|