SMA
Sage Mountain 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 | $210K | Hold |
1,212
| – | – | 0.01% | 402 |
|
|
2025
Q1 | $170K | Hold |
1,212
| – | – | 0.01% | 383 |
|
|
2024
Q4 | $193K | Hold |
1,212
| – | – | 0.01% | 379 |
|
|
2024
Q3 | $184K | Hold |
1,212
| – | – | 0.02% | 388 |
|
|
2024
Q2 | $182K | Sell |
1,212
-400
| -25% | -$60.2K | 0.02% | 340 |
|
|
2024
Q1 | $218K | Hold |
1,612
| – | – | 0.02% | 304 |
|
|
2023
Q4 | $198K | Hold |
1,612
| – | – | 0.02% | 264 |
|
|
2023
Q3 | $169K | Hold |
1,612
| – | – | 0.02% | 261 |
|
|
2023
Q2 | $175K | Hold |
1,612
| – | – | 0.03% | 256 |
|
|
2023
Q1 | $150K | Hold |
1,612
| – | – | 0.02% | 245 |
|
|
2022
Q4 | $120K | Hold |
1,612
| – | – | 0.03% | 191 |
|
|
2022
Q3 | $118K | Hold |
1,612
| – | – | 0.03% | 234 |
|
|
2022
Q2 | $129K | Hold |
1,612
| – | – | 0.02% | 485 |
|
|
2022
Q1 | $166K | Hold |
1,612
| – | – | 0.03% | 487 |
|
|
2021
Q4 | $185K | Hold |
1,612
| – | – | 0.02% | 534 |
|
|
2021
Q3 | $163K | Hold |
1,612
| – | – | 0.02% | 451 |
|
|
2021
Q2 | $160K | Hold |
1,612
| – | – | 0.03% | 411 |
|
|
2021
Q1 | $141K | Buy |
1,612
+400
| +33% | +$35K | 0.03% | 338 |
|
|
2020
Q4 | $103K | Buy |
+1,212
| New | +$103K | 0.03% | 220 |
|