Stratos Wealth Advisors’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 | $393K | Sell |
2,265
-772
| -25% | -$134K | 0.02% | 491 |
|
|
2025
Q1 | $427K | Sell |
3,037
-18,161
| -86% | -$2.55M | 0.02% | 470 |
|
|
2024
Q4 | $3.38M | Buy |
21,198
+1,107
| +6% | +$177K | 0.16% | 141 |
|
|
2024
Q3 | $3.05M | Buy |
20,091
+608
| +3% | +$92.2K | 0.14% | 158 |
|
|
2024
Q2 | $2.93M | Buy |
19,483
+750
| +4% | +$113K | 0.15% | 153 |
|
|
2024
Q1 | $2.53M | Buy |
18,733
+2,029
| +12% | +$274K | 0.15% | 161 |
|
|
2023
Q4 | $2.05M | Buy |
16,704
+5,712
| +52% | +$701K | 0.12% | 219 |
|
|
2023
Q3 | $1.15M | Sell |
10,992
-4,882
| -31% | -$512K | 0.08% | 272 |
|
|
2023
Q2 | $1.73M | Buy |
15,874
+4,340
| +38% | +$473K | 0.12% | 221 |
|
|
2023
Q1 | $1.07M | Buy |
11,534
+4,835
| +72% | +$449K | 0.08% | 267 |
|
|
2022
Q4 | $499K | Buy |
+6,699
| New | +$499K | 0.04% | 404 |
|
|
2022
Q3 | – | Sell |
-3,431
| Closed | -$274K | – | 513 |
|
|
2022
Q2 | $274K | Sell |
3,431
-6,121
| -64% | -$489K | 0.02% | 447 |
|
|
2022
Q1 | $984K | Sell |
9,552
-3,191
| -25% | -$329K | 0.08% | 276 |
|
|
2021
Q4 | $1.46M | Sell |
12,743
-3,534
| -22% | -$406K | 0.11% | 231 |
|
|
2021
Q3 | $1.65M | Buy |
+16,277
| New | +$1.65M | 0.14% | 190 |
|
|
2020
Q2 | – | Sell |
-16
| Closed | -$1K | – | 328 |
|
|
2020
Q1 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 287 |
|