TRUE Private Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
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|
2025
Q1 | $284K | Sell |
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|
2024
Q4 | $3.97M | Sell |
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|
2024
Q3 | $4.33M | Sell |
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|
2024
Q2 | $5.27M | Sell |
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|
2024
Q1 | $5.03M | Buy |
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|
2023
Q4 | $4.57M | Buy |
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|
2023
Q3 | $3.83M | Sell |
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|
2023
Q2 | $4.28M | Buy |
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|
2023
Q1 | $1.29M | Buy |
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|
2022
Q4 | $427K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $238K | Hold |
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|
2022
Q1 | $283K | Hold |
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|
2021
Q4 | $342K | Hold |
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|
2021
Q3 | $302K | Sell |
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|
2021
Q2 | $795K | Buy |
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|
2021
Q1 | $688K | Hold |
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|
2020
Q4 | $667K | Sell |
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|
2020
Q3 | $788K | Sell |
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|
2020
Q2 | $721K | Hold |
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|
2020
Q1 | $546K | Buy |
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|
2019
Q4 | $568K | Hold |
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|
2019
Q3 | $499K | Hold |
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|
2019
Q2 | $483K | Hold |
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|
2019
Q1 | $465K | Sell |
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|
2018
Q4 | $554K | Sell |
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|
2018
Q3 | $11.9M | Buy |
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|
2018
Q2 | $9.19M | Buy |
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|
2018
Q1 | $200K | Buy |
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