Reilly Financial 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
2021
Q4
$19K Sell
165
-15
-8% -$1.73K ﹤0.01% 578
2021
Q3
$18K Hold
180
﹤0.01% 543
2021
Q2
$18K Hold
180
﹤0.01% 566
2021
Q1
$16K Hold
180
﹤0.01% 588
2020
Q4
$15K Hold
180
﹤0.01% 547
2020
Q3
$14K Hold
180
﹤0.01% 510
2020
Q2
$12K Hold
180
﹤0.01% 536
2020
Q1
$9K Hold
180
﹤0.01% 562
2019
Q4
$10K Sell
180
-844
-82% -$46.9K ﹤0.01% 625
2019
Q3
$52K Sell
1,024
-280
-21% -$14.2K 0.01% 341
2019
Q2
$65K Hold
1,304
0.01% 315
2019
Q1
$62K Buy
1,304
+844
+183% +$40.1K 0.01% 308
2018
Q4
$18K Sell
460
-20
-4% -$783 ﹤0.01% 515
2018
Q3
$23K Buy
480
+280
+140% +$13.4K ﹤0.01% 518
2018
Q2
$9K Hold
200
﹤0.01% 691
2018
Q1
$8K Hold
200
﹤0.01% 696
2017
Q4
$8K Hold
200
﹤0.01% 697
2017
Q3
$7K Hold
200
﹤0.01% 696
2017
Q2
$7K Hold
200
﹤0.01% 719
2017
Q1
$7K Hold
200
﹤0.01% 677
2016
Q4
$6K Hold
200
﹤0.01% 635
2016
Q3
$6K Hold
200
﹤0.01% 611
2016
Q2
$5K Hold
200
﹤0.01% 599
2016
Q1
$5K Hold
200
﹤0.01% 686
2015
Q4
$5K Hold
200
﹤0.01% 700
2015
Q3
$5K Hold
200
﹤0.01% 959
2015
Q2
$5K Sell
200
-576
-74% -$14.4K ﹤0.01% 1069
2015
Q1
$20K Hold
776
﹤0.01% 667
2014
Q4
$20K Hold
776
﹤0.01% 395
2014
Q3
$20K Sell
776
-308
-28% -$7.94K ﹤0.01% 399
2014
Q2
$27K Hold
1,084
0.01% 356
2014
Q1
$25K Buy
1,084
+20
+2% +$461 0.01% 386
2013
Q4
$24K Buy
1,064
+864
+432% +$19.5K 0.01% 357
2013
Q3
$4K Hold
200
﹤0.01% 627
2013
Q2
$4K Buy
+200
New +$4K ﹤0.01% 663