United Capital 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 | $54.6M | Sell |
315,106
-29,335
| -9% | -$5.08M | 0.44% | 45 |
|
|
2025
Q1 | $48.4M | Sell |
344,441
-5,123
| -1% | -$719K | 0.41% | 49 |
|
|
2024
Q4 | $55.8M | Sell |
349,564
-25,816
| -7% | -$4.12M | 0.47% | 45 |
|
|
2024
Q3 | $56.9M | Sell |
375,380
-36,468
| -9% | -$5.53M | 0.47% | 49 |
|
|
2024
Q2 | $62M | Sell |
411,848
-16,827
| -4% | -$2.53M | 0.53% | 43 |
|
|
2024
Q1 | $57.9M | Sell |
428,675
-11,933
| -3% | -$1.61M | 0.48% | 44 |
|
|
2023
Q4 | $54.1M | Buy |
440,608
+116,144
| +36% | +$14.3M | 0.45% | 45 |
|
|
2023
Q3 | $34M | Sell |
324,464
-3,275
| -1% | -$344K | 0.22% | 94 |
|
|
2023
Q2 | $35.7M | Sell |
327,739
-12,901
| -4% | -$1.4M | 0.19% | 103 |
|
|
2023
Q1 | $31.6M | Sell |
340,640
-3,313
| -1% | -$307K | 0.18% | 112 |
|
|
2022
Q4 | $25.6M | Buy |
343,953
+5,620
| +2% | +$419K | 0.14% | 135 |
|
|
2022
Q3 | $24.8M | Buy |
338,333
+12,299
| +4% | +$902K | 0.15% | 135 |
|
|
2022
Q2 | $26.1M | Buy |
326,034
+1,390
| +0.4% | +$111K | 0.14% | 144 |
|
|
2022
Q1 | $33.5M | Sell |
324,644
-3,943
| -1% | -$406K | 0.16% | 130 |
|
|
2021
Q4 | $37.7M | Buy |
328,587
+12,906
| +4% | +$1.48M | 0.17% | 122 |
|
|
2021
Q3 | $32M | Buy |
315,681
+2,834
| +0.9% | +$287K | 0.16% | 133 |
|
|
2021
Q2 | $31.1M | Buy |
312,847
+3,658
| +1% | +$364K | 0.16% | 137 |
|
|
2021
Q1 | $27.1M | Sell |
309,189
-4,950
| -2% | -$434K | 0.15% | 151 |
|
|
2020
Q4 | $26.7M | Sell |
314,139
-16,909
| -5% | -$1.44M | 0.16% | 141 |
|
|
2020
Q3 | $24.9M | Sell |
331,048
-14,424
| -4% | -$1.09M | 0.16% | 147 |
|
|
2020
Q2 | $23.3M | Buy |
345,472
+12,932
| +4% | +$872K | 0.17% | 133 |
|
|
2020
Q1 | $17M | Sell |
332,540
-25,668
| -7% | -$1.31M | 0.14% | 157 |
|
|
2019
Q4 | $20.8M | Buy |
358,208
+7,012
| +2% | +$407K | 0.13% | 185 |
|
|
2019
Q3 | $17.9M | Sell |
351,196
-15,888
| -4% | -$811K | 0.13% | 198 |
|
|
2019
Q2 | $18.2M | Buy |
367,084
+89,212
| +32% | +$4.41M | 0.12% | 185 |
|
|
2019
Q1 | $13.1M | Buy |
277,872
+904
| +0.3% | +$42.7K | 0.09% | 243 |
|
|
2018
Q4 | $11.1M | Sell |
276,968
-165,696
| -37% | -$6.63M | 0.09% | 241 |
|
|
2018
Q3 | $21.5M | Sell |
442,664
-50,524
| -10% | -$2.45M | 0.15% | 150 |
|
|
2018
Q2 | $22M | Sell |
493,188
-142,440
| -22% | -$6.35M | 0.16% | 137 |
|
|
2018
Q1 | $26.7M | Buy |
635,628
+86,576
| +16% | +$3.64M | 0.2% | 117 |
|
|
2017
Q4 | $22.5M | Sell |
549,052
-60,240
| -10% | -$2.47M | 0.18% | 132 |
|
|
2017
Q3 | $22.8M | Sell |
609,292
-97,372
| -14% | -$3.65M | 0.19% | 120 |
|
|
2017
Q2 | $24.7M | Buy |
706,664
+85,612
| +14% | +$2.99M | 0.22% | 106 |
|
|
2017
Q1 | $21M | Sell |
621,052
-91,100
| -13% | -$3.08M | 0.2% | 113 |
|
|
2016
Q4 | $21.4M | Sell |
712,152
-107,352
| -13% | -$3.23M | 0.21% | 103 |
|
|
2016
Q3 | $24.4M | Buy |
819,504
+206,004
| +34% | +$6.13M | 0.24% | 94 |
|
|
2016
Q2 | $16.1M | Buy |
613,500
+378,596
| +161% | +$9.94M | 0.16% | 142 |
|
|
2016
Q1 | $6.37M | Sell |
234,904
-450,356
| -66% | -$12.2M | 0.07% | 289 |
|
|
2015
Q4 | $18.3M | Buy |
685,260
+437,320
| +176% | +$11.7M | 0.21% | 95 |
|
|
2015
Q3 | $6.13M | Sell |
247,940
-880,580
| -78% | -$21.8M | 0.07% | 278 |
|
|
2015
Q2 | $29.5M | Sell |
1,128,520
-79,296
| -7% | -$2.08M | 0.34% | 62 |
|
|
2015
Q1 | $32.4M | Sell |
1,207,816
-155,656
| -11% | -$4.17M | 0.4% | 56 |
|
|
2014
Q4 | $35.6M | Sell |
1,363,472
-148,968
| -10% | -$3.89M | 0.53% | 41 |
|
|
2014
Q3 | $38.1M | Sell |
1,512,440
-228,180
| -13% | -$5.75M | 0.66% | 27 |
|
|
2014
Q2 | $42.2M | Sell |
1,740,620
-2,284,156
| -57% | -$55.3M | 0.78% | 23 |
|
|
2014
Q1 | $91.6M | Buy |
4,024,776
+1,115,064
| +38% | +$25.4M | 1.95% | 3 |
|
|
2013
Q4 | $64.3M | Buy |
2,909,712
+227,672
| +8% | +$5.03M | 2.19% | 4 |
|
|
2013
Q3 | $52.8M | Buy |
2,682,040
+279,256
| +12% | +$5.5M | 1.68% | 11 |
|
|
2013
Q2 | $44.2M | Buy |
+2,402,784
| New | +$44.2M | 1.17% | 13 |
|