Sage Mountain Advisors’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Hold |
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2025
Q1 | $170K | Hold |
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|
2024
Q4 | $193K | Hold |
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|
2024
Q3 | $184K | Hold |
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|
2024
Q2 | $182K | Sell |
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|
2024
Q1 | $218K | Hold |
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|
2023
Q4 | $198K | Hold |
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|
2023
Q3 | $169K | Hold |
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|
2023
Q2 | $175K | Hold |
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|
2023
Q1 | $150K | Hold |
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|
2022
Q4 | $120K | Hold |
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|
2022
Q3 | $118K | Hold |
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|
2022
Q2 | $129K | Hold |
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|
2022
Q1 | $166K | Hold |
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|
2021
Q4 | $185K | Hold |
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|
2021
Q3 | $163K | Hold |
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|
2021
Q2 | $160K | Hold |
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|
2021
Q1 | $141K | Buy |
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|
2020
Q4 | $103K | Buy |
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