RIA
Regal Investment Advisors’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.39M | Sell |
36,875
-2,654
| -7% | -$460K | 0.48% | 56 |
|
|
2025
Q1 | $5.55M | Buy |
39,529
+1,327
| +3% | +$186K | 0.45% | 58 |
|
|
2024
Q4 | $6.09M | Sell |
38,202
-996
| -3% | -$159K | 0.46% | 60 |
|
|
2024
Q3 | $5.94M | Buy |
39,198
+4,018
| +11% | +$609K | 0.42% | 65 |
|
|
2024
Q2 | $5.29M | Buy |
35,180
+1,903
| +6% | +$286K | 0.35% | 78 |
|
|
2024
Q1 | $4.49M | Sell |
33,277
-2,936
| -8% | -$397K | 0.31% | 94 |
|
|
2023
Q4 | $4.45M | Buy |
36,213
+7,130
| +25% | +$875K | 0.34% | 85 |
|
|
2023
Q3 | $3.05M | Sell |
29,083
-16,689
| -36% | -$1.75M | 0.26% | 110 |
|
|
2023
Q2 | $4.98M | Buy |
45,772
+509
| +1% | +$55.4K | 0.42% | 71 |
|
|
2023
Q1 | $4.2M | Buy |
45,263
+6,817
| +18% | +$633K | 0.37% | 79 |
|
|
2022
Q4 | $2.86M | Buy |
38,446
+26,895
| +233% | +$2M | 0.28% | 95 |
|
|
2022
Q3 | $848K | Sell |
11,551
-32
| -0.3% | -$2.35K | 0.09% | 194 |
|
|
2022
Q2 | $926K | Sell |
11,583
-188
| -2% | -$15K | 0.1% | 201 |
|
|
2022
Q1 | $1.21M | Sell |
11,771
-187
| -2% | -$19.3K | 0.11% | 184 |
|
|
2021
Q4 | $1.37M | Sell |
11,958
-110
| -0.9% | -$12.6K | 0.12% | 177 |
|
|
2021
Q3 | $1.22M | Buy |
12,068
+14
| +0.1% | +$1.42K | 0.12% | 187 |
|
|
2021
Q2 | $1.2M | Buy |
+12,054
| New | +$1.2M | 0.12% | 183 |
|
|
2021
Q1 | – | Sell |
-12,523
| Closed | -$1.07M | – | 238 |
|
|
2020
Q4 | $1.07M | Buy |
+12,523
| New | +$1.07M | 0.12% | 169 |
|
|
2020
Q3 | – | Sell |
-3,251
| Closed | -$877K | – | 139 |
|
|
2020
Q2 | $877K | Buy |
+3,251
| New | +$877K | 0.16% | 131 |
|
|
2020
Q1 | – | Sell |
-3,350
| Closed | -$779K | – | 178 |
|
|
2019
Q4 | $779K | Sell |
3,350
-17
| -0.5% | -$3.95K | 0.14% | 152 |
|
|
2019
Q3 | $688K | Buy |
3,367
+62
| +2% | +$12.7K | 0.13% | 158 |
|
|
2019
Q2 | $654K | Buy |
3,305
+36
| +1% | +$7.12K | 0.13% | 161 |
|
|
2019
Q1 | $623K | Hold |
3,269
| – | – | 0.13% | 167 |
|
|
2018
Q4 | $523K | Buy |
3,269
+919
| +39% | +$147K | 0.11% | 180 |
|
|
2018
Q3 | $456K | Hold |
2,350
| – | – | 0.1% | 200 |
|
|
2018
Q2 | $419K | Sell |
2,350
-827
| -26% | -$147K | 0.13% | 180 |
|
|
2018
Q1 | $534K | Sell |
3,177
-35
| -1% | -$5.88K | 0.12% | 166 |
|
|
2017
Q4 | $523K | Sell |
3,212
-401
| -11% | -$65.3K | 0.12% | 171 |
|
|
2017
Q3 | $542K | Buy |
3,613
+80
| +2% | +$12K | 0.13% | 169 |
|
|
2017
Q2 | $494K | Buy |
3,533
+852
| +32% | +$119K | 0.12% | 167 |
|
|
2017
Q1 | $362K | Buy |
2,681
+107
| +4% | +$14.4K | 0.09% | 192 |
|
|
2016
Q4 | $310K | Sell |
2,574
-1,168
| -31% | -$141K | 0.09% | 200 |
|
|
2016
Q3 | $445K | Sell |
3,742
-1,429
| -28% | -$170K | 0.13% | 168 |
|
|
2016
Q2 | $544K | Sell |
5,171
-858
| -14% | -$90.3K | 0.15% | 152 |
|
|
2016
Q1 | $654K | Sell |
6,029
-787
| -12% | -$85.4K | 0.18% | 130 |
|
|
2015
Q4 | $729K | Sell |
6,816
-1,140
| -14% | -$122K | 0.19% | 125 |
|
|
2015
Q3 | $786K | Sell |
7,956
-475
| -6% | -$46.9K | 0.2% | 122 |
|
|
2015
Q2 | $882K | Sell |
8,431
-1,063
| -11% | -$111K | 0.24% | 108 |
|
|
2015
Q1 | $996K | Buy |
9,494
+1,083
| +13% | +$114K | 0.25% | 111 |
|
|
2014
Q4 | $878K | Buy |
8,411
+65
| +0.8% | +$6.79K | 0.24% | 110 |
|
|
2014
Q3 | $841K | Sell |
8,346
-122
| -1% | -$12.3K | 0.25% | 105 |
|
|
2014
Q2 | $820K | Sell |
8,468
-7,165
| -46% | -$694K | 0.29% | 92 |
|
|
2014
Q1 | $1.42M | Buy |
15,633
+14,157
| +959% | +$1.29M | 0.6% | 65 |
|
|
2013
Q4 | $131K | Sell |
1,476
-7,887
| -84% | -$700K | 0.08% | 180 |
|
|
2013
Q3 | $738K | Buy |
9,363
+6,893
| +279% | +$543K | 0.43% | 86 |
|
|
2013
Q2 | $182K | Buy |
+2,470
| New | +$182K | 0.1% | 157 |
|