Strategic Wealth Partners’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 | $1.2M | Buy |
+6,941
| New | +$1.2M | 0.09% | 139 |
|
|
2024
Q4 | $1.02M | Buy |
+6,152
| New | +$1.02M | 0.08% | 148 |
|
|
2022
Q4 | – | Sell |
-3,458
| Closed | -$254K | – | 278 |
|
|
2022
Q3 | $254K | Buy |
+3,458
| New | +$254K | 0.05% | 238 |
|
|
2019
Q4 | – | Sell |
-800
| Closed | -$40 | – | 320 |
|
|
2019
Q3 | $40 | Hold |
800
| – | – | ﹤0.01% | 309 |
|
|
2019
Q2 | $39K | Hold |
800
| – | – | 0.02% | 252 |
|
|
2019
Q1 | $39K | Hold |
800
| – | – | 0.02% | 260 |
|
|
2018
Q4 | $33K | Hold |
800
| – | – | 0.02% | 272 |
|
|
2018
Q3 | $39K | Hold |
800
| – | – | 0.02% | 248 |
|
|
2018
Q2 | $36K | Hold |
800
| – | – | 0.02% | 288 |
|
|
2018
Q1 | $34K | Hold |
800
| – | – | 0.02% | 284 |
|
|
2017
Q4 | $33K | Buy |
+800
| New | +$33K | 0.02% | 261 |
|