Steward Partners Investment Advisory’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 | $17M | Buy |
98,383
+16,290
| +20% | +$2.82M | 0.13% | 155 |
|
|
2025
Q1 | $11.5M | Buy |
82,093
+6,212
| +8% | +$872K | 0.1% | 197 |
|
|
2024
Q4 | $12.1M | Buy |
75,881
+3,257
| +4% | +$520K | 0.11% | 186 |
|
|
2024
Q3 | $11M | Sell |
72,624
-4,259
| -6% | -$646K | 0.1% | 198 |
|
|
2024
Q2 | $11.6M | Sell |
76,883
-477
| -0.6% | -$71.8K | 0.12% | 173 |
|
|
2024
Q1 | $10.4M | Buy |
77,360
+4,358
| +6% | +$589K | 0.12% | 189 |
|
|
2023
Q4 | $8.96M | Buy |
73,002
+455
| +0.6% | +$55.9K | 0.12% | 175 |
|
|
2023
Q3 | $7.61M | Sell |
72,547
-12,199
| -14% | -$1.28M | 0.12% | 183 |
|
|
2023
Q2 | $9.23M | Sell |
84,746
-5,191
| -6% | -$565K | 0.14% | 160 |
|
|
2023
Q1 | $8.35M | Buy |
89,937
+18,525
| +26% | +$1.72M | 0.13% | 171 |
|
|
2022
Q4 | $5.32M | Buy |
71,412
+33,202
| +87% | +$2.47M | 0.09% | 239 |
|
|
2022
Q3 | $2.8M | Buy |
38,210
+4,649
| +14% | +$341K | 0.05% | 346 |
|
|
2022
Q2 | $2.68M | Sell |
33,561
-7,067
| -17% | -$565K | 0.05% | 359 |
|
|
2022
Q1 | $4.19M | Sell |
40,628
-11,490
| -22% | -$1.18M | 0.06% | 301 |
|
|
2021
Q4 | $5.98M | Sell |
52,118
-1,144
| -2% | -$131K | 0.09% | 230 |
|
|
2021
Q3 | $5.39M | Sell |
53,262
-1,629
| -3% | -$165K | 0.09% | 241 |
|
|
2021
Q2 | $5.46M | Sell |
54,891
-26,504
| -33% | -$2.63M | 0.09% | 229 |
|
|
2021
Q1 | $7.14M | Buy |
81,395
+33,263
| +69% | +$2.92M | 0.13% | 171 |
|
|
2020
Q4 | $4.1M | Sell |
48,132
-3,972
| -8% | -$338K | 0.09% | 229 |
|
|
2020
Q3 | $3.92M | Sell |
52,104
-2,232
| -4% | -$168K | 0.1% | 216 |
|
|
2020
Q2 | $3.67M | Buy |
54,336
+19,456
| +56% | +$1.31M | 0.1% | 207 |
|
|
2020
Q1 | $1.78M | Sell |
34,880
-1,936
| -5% | -$98.9K | 0.07% | 278 |
|
|
2019
Q4 | $2.14M | Buy |
36,816
+4,288
| +13% | +$249K | 0.06% | 294 |
|
|
2019
Q3 | $1.66M | Sell |
32,528
-19,688
| -38% | -$1M | 0.06% | 307 |
|
|
2019
Q2 | $2.58M | Buy |
52,216
+16,000
| +44% | +$791K | 0.09% | 214 |
|
|
2019
Q1 | $1.73M | Sell |
36,216
-1,164
| -3% | -$55.4K | 0.07% | 260 |
|
|
2018
Q4 | $1.49M | Sell |
37,380
-388
| -1% | -$15.5K | 0.07% | 273 |
|
|
2018
Q3 | $1.83M | Buy |
37,768
+3,048
| +9% | +$148K | 0.09% | 238 |
|
|
2018
Q2 | $1.55M | Buy |
34,720
+25,012
| +258% | +$1.11M | 0.09% | 227 |
|
|
2018
Q1 | $408K | Buy |
9,708
+988
| +11% | +$41.5K | 0.03% | 463 |
|
|
2017
Q4 | $354K | Buy |
8,720
+1,904
| +28% | +$77.3K | 0.03% | 421 |
|
|
2017
Q3 | $255K | Buy |
6,816
+608
| +10% | +$22.7K | 0.03% | 396 |
|
|
2017
Q2 | $216K | Buy |
6,208
+404
| +7% | +$14.1K | 0.02% | 392 |
|
|
2017
Q1 | $196K | Buy |
+5,804
| New | +$196K | 0.03% | 326 |
|