Sequoia 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 | $805K | Buy |
4,645
+361
| +8% | +$62.5K | 0.01% | 774 |
|
|
2025
Q1 | $602K | Sell |
4,284
-390
| -8% | -$54.8K | ﹤0.01% | 778 |
|
|
2024
Q4 | $746K | Buy |
4,674
+1,255
| +37% | +$200K | 0.01% | 671 |
|
|
2024
Q3 | $518K | Sell |
3,419
-399
| -10% | -$60.5K | 0.01% | 730 |
|
|
2024
Q2 | $575K | Sell |
3,818
-21
| -0.5% | -$3.16K | 0.01% | 642 |
|
|
2024
Q1 | $519K | Buy |
3,839
+169
| +5% | +$22.8K | 0.01% | 674 |
|
|
2023
Q4 | $450K | Buy |
3,670
+3
| +0.1% | +$368 | 0.01% | 766 |
|
|
2023
Q3 | $385K | Buy |
3,667
+1,066
| +41% | +$112K | 0.01% | 596 |
|
|
2023
Q2 | $283K | Buy |
+2,601
| New | +$283K | ﹤0.01% | 721 |
|
|
2022
Q2 | – | Sell |
-5,659
| Closed | -$583K | – | 640 |
|
|
2022
Q1 | $583K | Buy |
5,659
+247
| +5% | +$25.4K | 0.01% | 324 |
|
|
2021
Q4 | $621K | Buy |
+5,412
| New | +$621K | 0.02% | 292 |
|
|
2021
Q3 | – | Sell |
-5,972
| Closed | -$594K | – | 356 |
|
|
2021
Q2 | $594K | Buy |
5,972
+1
| +0% | +$99 | 0.02% | 254 |
|
|
2021
Q1 | $524K | Sell |
5,971
-80
| -1% | -$7.02K | 0.02% | 254 |
|
|
2020
Q4 | $515K | Sell |
6,051
-1
| -0% | -$85 | 0.02% | 243 |
|
|
2020
Q3 | $455K | Buy |
+6,052
| New | +$455K | 0.02% | 238 |
|