Sovereign Financial Group’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 | – | Sell |
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|
2025
Q2 | $974K | Sell |
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|
2025
Q1 | $861K | Sell |
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|
2024
Q4 | $1.01M | Sell |
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|
2024
Q3 | $1.04M | Sell |
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|
2024
Q2 | $1.11M | Buy |
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|
2024
Q1 | $758K | Buy |
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|
2023
Q4 | $667K | Buy |
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|
2023
Q3 | $510K | Sell |
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|
2023
Q2 | $1.13M | Buy |
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|
2023
Q1 | $828K | Buy |
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|
2022
Q4 | $505K | Buy |
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