Sequoia Financial 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 | $805K | Buy |
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|
2025
Q1 | $602K | Sell |
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|
2024
Q4 | $746K | Buy |
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|
2024
Q3 | $518K | Sell |
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|
2024
Q2 | $575K | Sell |
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|
2024
Q1 | $519K | Buy |
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|
2023
Q4 | $450K | Buy |
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|
2023
Q3 | $385K | Buy |
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|
2023
Q2 | $283K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $583K | Buy |
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|
2021
Q4 | $621K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $594K | Buy |
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|
2021
Q1 | $524K | Sell |
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|
2020
Q4 | $515K | Sell |
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|
2020
Q3 | $455K | Buy |
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