SFA
Source Financial Advisors’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.28M | Buy |
8,460
+638
| +8% | +$96.7K | 0.38% | 37 |
|
|
2024
Q2 | $1.18M | Sell |
7,822
-41
| -0.5% | -$6.17K | 0.36% | 38 |
|
|
2024
Q1 | $1.06M | Sell |
7,863
-3,486
| -31% | -$471K | 0.32% | 39 |
|
|
2023
Q4 | $1.39M | Sell |
11,349
-88
| -0.8% | -$10.8K | 0.43% | 42 |
|
|
2023
Q3 | $1.2M | Buy |
11,437
+87
| +0.8% | +$9.13K | 0.4% | 48 |
|
|
2023
Q2 | $1.24M | Buy |
11,350
+124
| +1% | +$13.5K | 0.41% | 42 |
|
|
2023
Q1 | $1.04M | Sell |
11,226
-27,422
| -71% | -$2.55M | 0.35% | 45 |
|
|
2022
Q4 | $2.88M | Sell |
38,648
-7,205
| -16% | -$537K | 1.08% | 21 |
|
|
2022
Q3 | $3.36M | Buy |
45,853
+13,079
| +40% | +$960K | 1.33% | 17 |
|
|
2022
Q2 | $2.62M | Buy |
32,774
+10,619
| +48% | +$849K | 1.03% | 25 |
|
|
2022
Q1 | $2.28M | Buy |
22,155
+23
| +0.1% | +$2.37K | 0.67% | 32 |
|
|
2021
Q4 | $2.54M | Buy |
22,132
+1,055
| +5% | +$121K | 0.69% | 31 |
|
|
2021
Q3 | $2.13M | Sell |
21,077
-300
| -1% | -$30.4K | 0.55% | 34 |
|
|
2021
Q2 | $2.13M | Buy |
21,377
+814
| +4% | +$80.9K | 0.55% | 33 |
|
|
2021
Q1 | $1.8M | Sell |
20,563
-713
| -3% | -$62.5K | 0.48% | 33 |
|
|
2020
Q4 | $1.81M | Buy |
+21,276
| New | +$1.81M | 0.49% | 33 |
|