SOA Wealth 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
Q3 | $367K | Hold |
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|
2025
Q2 | $325K | Buy |
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|
2025
Q1 | $263K | Sell |
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|
2024
Q4 | $400K | Sell |
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|
2024
Q3 | $437K | Buy |
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|
2024
Q2 | $433K | Sell |
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|
2024
Q1 | $414K | Buy |
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|
2023
Q4 | $376K | Buy |
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|
2023
Q3 | $321K | Hold |
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|
2023
Q2 | $334K | Buy |
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|
2023
Q1 | $284K | Buy |
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|
2022
Q4 | $227K | Buy |
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|
2022
Q3 | $222K | Hold |
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|
2022
Q2 | $242K | Sell |
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|
2022
Q1 | $343K | Buy |
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|
2021
Q4 | $384K | Buy |
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|
2021
Q3 | $336K | Hold |
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|
2021
Q2 | $330K | Buy |
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|
2021
Q1 | $291K | Hold |
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|
2020
Q4 | $304K | Buy |
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