SFS
Security Financial Services’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2M | Sell |
76,214
-2,536
| -3% | -$439K | 2.33% | 12 |
|
|
2025
Q1 | $11.1M | Buy |
78,750
+729
| +0.9% | +$102K | 2.2% | 11 |
|
|
2024
Q4 | $12.4M | Sell |
78,021
-3,193
| -4% | -$509K | 2.53% | 8 |
|
|
2024
Q3 | $12.3M | Buy |
81,214
+1,695
| +2% | +$257K | 2.51% | 11 |
|
|
2024
Q2 | $12M | Buy |
79,519
+353
| +0.4% | +$53.1K | 2.6% | 7 |
|
|
2024
Q1 | $10.7M | Sell |
79,166
-1,476
| -2% | -$199K | 2.41% | 8 |
|
|
2023
Q4 | $9.9M | Buy |
80,642
+25,475
| +46% | +$3.13M | 2.43% | 6 |
|
|
2023
Q3 | $5.79M | Sell |
55,167
-44,844
| -45% | -$4.71M | 1.63% | 17 |
|
|
2023
Q2 | $10.9M | Sell |
100,011
-315
| -0.3% | -$34.3K | 3.09% | 6 |
|
|
2023
Q1 | $9.31M | Buy |
100,326
+23,321
| +30% | +$2.16M | 2.83% | 6 |
|
|
2022
Q4 | $5.74M | Buy |
77,005
+59,010
| +328% | +$4.4M | 1.78% | 14 |
|
|
2022
Q3 | $1.32M | Sell |
17,995
-13,792
| -43% | -$1.01M | 0.45% | 50 |
|
|
2022
Q2 | $2.54M | Buy |
31,787
+19,627
| +161% | +$1.57M | 0.81% | 34 |
|
|
2022
Q1 | $1.25M | Sell |
12,160
-5,782
| -32% | -$596K | 0.4% | 48 |
|
|
2021
Q4 | $2.06M | Buy |
+17,942
| New | +$2.06M | 0.69% | 37 |
|