Sowell Financial Services’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 | $3.65M | Buy |
21,077
+6,043
| +40% | +$1.05M | 0.15% | 145 |
|
|
2025
Q1 | $2.11M | Sell |
15,034
-7,553
| -33% | -$1.06M | 0.1% | 222 |
|
|
2024
Q4 | $3.6M | Buy |
22,587
+3,738
| +20% | +$596K | 0.19% | 124 |
|
|
2024
Q3 | $2.86M | Sell |
18,849
-2,186
| -10% | -$331K | 0.13% | 174 |
|
|
2024
Q2 | $3.17M | Sell |
21,035
-7,951
| -27% | -$1.2M | 0.15% | 151 |
|
|
2024
Q1 | $3.92M | Sell |
28,986
-775
| -3% | -$105K | 0.18% | 128 |
|
|
2023
Q4 | $3.65M | Sell |
29,761
-329
| -1% | -$40.4K | 0.2% | 131 |
|
|
2023
Q3 | $3.16M | Buy |
30,090
+2,153
| +8% | +$226K | 0.2% | 133 |
|
|
2023
Q2 | $3.04M | Buy |
27,937
+19,364
| +226% | +$2.11M | 0.17% | 142 |
|
|
2023
Q1 | $796K | Buy |
+8,573
| New | +$796K | 0.06% | 339 |
|
|
2022
Q1 | – | Sell |
-10,527
| Closed | -$1.21M | – | 349 |
|
|
2021
Q4 | $1.21M | Buy |
+10,527
| New | +$1.21M | 0.07% | 297 |
|
|
2021
Q2 | – | Sell |
-3,233
| Closed | -$294K | – | 1652 |
|
|
2021
Q1 | $294K | Buy |
3,233
+849
| +36% | +$77.2K | 0.01% | 854 |
|
|
2020
Q4 | $203K | Sell |
2,384
-284
| -11% | -$24.2K | 0.01% | 833 |
|
|
2020
Q3 | $201K | Sell |
2,668
-676
| -20% | -$50.9K | 0.01% | 725 |
|
|
2020
Q2 | $226K | Sell |
3,344
-456
| -12% | -$30.8K | 0.01% | 678 |
|
|
2020
Q1 | $194K | Sell |
3,800
-11,976
| -76% | -$611K | 0.01% | 657 |
|
|
2019
Q4 | $917K | Sell |
15,776
-14,872
| -49% | -$864K | 0.07% | 283 |
|
|
2019
Q3 | $1.57M | Buy |
+30,648
| New | +$1.57M | 0.13% | 169 |
|
|
2017
Q2 | – | Sell |
-7,704
| Closed | -$276K | – | 271 |
|
|
2017
Q1 | $276K | Sell |
7,704
-2,128
| -22% | -$76.2K | 0.08% | 200 |
|
|
2016
Q4 | $323K | Buy |
+9,832
| New | +$323K | 0.11% | 147 |
|