Transamerica Financial 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 | $2.55M | Sell |
14,704
-211
| -1% | -$36.6K | 0.24% | 95 |
|
|
2025
Q1 | $2.1M | Buy |
14,915
+52
| +0.3% | +$7.3K | 0.21% | 103 |
|
|
2024
Q4 | $2.37M | Sell |
14,863
-123
| -0.8% | -$19.6K | 0.23% | 97 |
|
|
2024
Q3 | $2.27M | Sell |
14,986
-1,290
| -8% | -$196K | 0.22% | 105 |
|
|
2024
Q2 | $2.45M | Hold |
16,276
| – | – | 0.26% | 94 |
|
|
2024
Q1 | $2.2M | Buy |
16,276
+4,915
| +43% | +$664K | 0.22% | 102 |
|
|
2023
Q4 | $1.4M | Buy |
11,361
+174
| +2% | +$21.4K | 0.19% | 87 |
|
|
2023
Q3 | $1.17M | Buy |
11,187
+902
| +9% | +$94.7K | 0.16% | 112 |
|
|
2023
Q2 | $1.12M | Sell |
10,285
-31
| -0.3% | -$3.38K | 0.15% | 123 |
|
|
2023
Q1 | $958K | Sell |
10,316
-2,529
| -20% | -$235K | 0.13% | 135 |
|
|
2022
Q4 | $957K | Sell |
12,845
-325
| -2% | -$24.2K | 0.14% | 138 |
|
|
2022
Q3 | $967K | Sell |
13,170
-580
| -4% | -$42.6K | 0.14% | 119 |
|
|
2022
Q2 | $1.1M | Buy |
+13,750
| New | +$1.1M | 0.16% | 99 |
|
|
2020
Q3 | – | Sell |
-19,456
| Closed | -$1.31M | – | 345 |
|
|
2020
Q2 | $1.31M | Buy |
+19,456
| New | +$1.31M | 0.29% | 63 |
|
|
2019
Q3 | – | Sell |
-61,032
| Closed | -$3.02M | – | 329 |
|
|
2019
Q2 | $3.02M | Buy |
+61,032
| New | +$3.02M | 0.65% | 35 |
|
|
2019
Q1 | – | Sell |
-48,444
| Closed | -$1.94M | – | 291 |
|
|
2018
Q4 | $1.94M | Sell |
48,444
-3,556
| -7% | -$142K | 0.5% | 47 |
|
|
2018
Q3 | $2.52M | Sell |
52,000
-85,316
| -62% | -$4.14M | 0.54% | 50 |
|
|
2018
Q2 | $6.12M | Buy |
137,316
+28,412
| +26% | +$1.27M | 1.35% | 18 |
|
|
2018
Q1 | $4.58M | Buy |
108,904
+44,108
| +68% | +$1.85M | 0.68% | 50 |
|
|
2017
Q4 | $2.64M | Sell |
64,796
-63,444
| -49% | -$2.58M | 0.35% | 90 |
|
|
2017
Q3 | $4.81M | Sell |
128,240
-12,512
| -9% | -$469K | 0.59% | 61 |
|
|
2017
Q2 | $4.92M | Buy |
140,752
+73,032
| +108% | +$2.55M | 0.67% | 51 |
|
|
2017
Q1 | $2.29M | Sell |
67,720
-664
| -1% | -$22.4K | 0.27% | 102 |
|
|
2016
Q4 | $2.06M | Sell |
68,384
-2,336
| -3% | -$70.2K | 0.25% | 112 |
|
|
2016
Q3 | $2.1M | Buy |
70,720
+21,832
| +45% | +$650K | 0.23% | 110 |
|
|
2016
Q2 | $1.29M | Sell |
48,888
-16,212
| -25% | -$427K | 0.13% | 142 |
|
|
2016
Q1 | $1.77M | Sell |
65,100
-1,352
| -2% | -$36.7K | 0.15% | 128 |
|
|
2015
Q4 | $1.78M | Sell |
66,452
-5,648
| -8% | -$151K | 0.13% | 131 |
|
|
2015
Q3 | $1.78M | Sell |
72,100
-18,216
| -20% | -$450K | 0.14% | 117 |
|
|
2015
Q2 | $2.36M | Buy |
90,316
+33,632
| +59% | +$880K | 0.17% | 113 |
|
|
2015
Q1 | $1.49M | Sell |
56,684
-3,322,920
| -98% | -$87.2M | 0.1% | 143 |
|
|
2014
Q4 | $88.2M | Buy |
3,379,604
+978,244
| +41% | +$25.5M | 6.93% | 3 |
|
|
2014
Q3 | $60.5M | Buy |
2,401,360
+335,528
| +16% | +$8.45M | 5.47% | 3 |
|
|
2014
Q2 | $50M | Sell |
2,065,832
-845,492
| -29% | -$20.5M | 4.36% | 4 |
|
|
2014
Q1 | $66.3M | Buy |
2,911,324
+1,228,844
| +73% | +$28M | 6.59% | 4 |
|
|
2013
Q4 | $37.2M | Buy |
1,682,480
+348,652
| +26% | +$7.71M | 4.04% | 6 |
|
|
2013
Q3 | $26.3M | Buy |
1,333,828
+425,300
| +47% | +$8.38M | 3.41% | 8 |
|
|
2013
Q2 | $16.7M | Buy |
+908,528
| New | +$16.7M | 2.73% | 11 |
|