Sterling Investment Advisors (Missouri)’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 | $403K | Sell |
2,327
-3
| -0.1% | -$520 | 0.21% | 26 |
|
|
2025
Q1 | $327K | Sell |
2,330
-126
| -5% | -$17.7K | 0.18% | 26 |
|
|
2024
Q4 | $392K | Sell |
2,456
-1,260
| -34% | -$201K | 0.23% | 24 |
|
|
2024
Q3 | $564K | Sell |
3,716
-292
| -7% | -$44.3K | 0.32% | 23 |
|
|
2024
Q2 | $603K | Sell |
4,008
-68
| -2% | -$10.2K | 0.37% | 22 |
|
|
2024
Q1 | $551K | Buy |
4,076
+1,650
| +68% | +$223K | 0.32% | 22 |
|
|
2023
Q4 | $298K | Buy |
2,426
+7
| +0.3% | +$859 | 0.18% | 24 |
|
|
2023
Q3 | $254K | Hold |
2,419
| – | – | 0.16% | 25 |
|
|
2023
Q2 | $263K | Buy |
2,419
+1
| +0% | +$109 | 0.17% | 24 |
|
|
2023
Q1 | $224K | Buy |
+2,418
| New | +$224K | 0.15% | 26 |
|
|
2022
Q2 | – | Sell |
-2,405
| Closed | -$248K | – | 28 |
|
|
2022
Q1 | $248K | Buy |
2,405
+1
| +0% | +$103 | 0.15% | 25 |
|
|
2021
Q4 | $276K | Buy |
2,404
+2
| +0.1% | +$230 | 0.16% | 23 |
|
|
2021
Q3 | $243K | Buy |
2,402
+2
| +0.1% | +$202 | 0.15% | 26 |
|
|
2021
Q2 | $239K | Buy |
2,400
+2
| +0.1% | +$199 | 0.14% | 25 |
|
|
2021
Q1 | $210K | Sell |
2,398
-56
| -2% | -$4.9K | 0.13% | 27 |
|
|
2020
Q4 | $209K | Buy |
+2,454
| New | +$209K | 0.14% | 25 |
|