Resurgent 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $452K | Sell |
2,606
-283
| -10% | -$49K | 0.25% | 116 |
|
|
2025
Q1 | $406K | Buy |
2,889
+80
| +3% | +$11.2K | 0.24% | 117 |
|
|
2024
Q4 | $448K | Sell |
2,809
-3
| -0.1% | -$479 | 0.26% | 106 |
|
|
2024
Q3 | $426K | Sell |
2,812
-13
| -0.5% | -$1.97K | 0.25% | 117 |
|
|
2024
Q2 | $425K | Buy |
2,825
+330
| +13% | +$49.7K | 0.26% | 115 |
|
|
2024
Q1 | $337K | Sell |
2,495
-69
| -3% | -$9.32K | 0.18% | 143 |
|
|
2023
Q4 | $315K | Buy |
2,564
+1,305
| +104% | +$160K | 0.19% | 129 |
|
|
2023
Q3 | $132K | Sell |
1,259
-555
| -31% | -$58.2K | 0.09% | 192 |
|
|
2023
Q2 | $197K | Buy |
1,814
+229
| +14% | +$24.9K | 0.13% | 144 |
|
|
2023
Q1 | $147K | Buy |
1,585
+405
| +34% | +$37.6K | 0.1% | 181 |
|
|
2022
Q4 | $87.9K | Buy |
+1,180
| New | +$87.9K | 0.05% | 325 |
|