Valeo Financial 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
Q3 | $784K | Sell |
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|
2025
Q2 | $702K | Buy |
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|
2025
Q1 | $569K | Buy |
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|
2024
Q4 | $622K | Buy |
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|
2024
Q3 | $585K | Buy |
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|
2024
Q2 | $529K | Buy |
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|
2024
Q1 | $452K | Sell |
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|
2023
Q4 | $461K | Sell |
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|
2023
Q3 | $398K | Buy |
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|
2023
Q2 | $408K | Buy |
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|
2023
Q1 | $342K | Buy |
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|
2022
Q4 | $273K | Buy |
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|
2022
Q3 | $228K | Buy |
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|
2022
Q2 | $247K | Sell |
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|
2022
Q1 | $321K | Sell |
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|
2021
Q4 | $367K | Buy |
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|
2021
Q3 | $324K | Buy |
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|
2021
Q2 | $306K | Sell |
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|
2021
Q1 | $271K | Buy |
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|
2020
Q4 | $219K | Sell |
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|
2020
Q3 | $381K | Sell |
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|
2020
Q2 | $351K | Buy |
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|
2020
Q1 | $280K | Buy |
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|
2019
Q4 | $301K | Buy |
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|
2019
Q3 | $250K | Sell |
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|
2019
Q2 | $245K | Buy |
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|
2019
Q1 | $210K | Buy |
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|
2018
Q4 | $104K | Sell |
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|
2018
Q3 | $122K | Hold |
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|
2018
Q2 | $130K | Buy |
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|
2018
Q1 | $26K | Buy |
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|
2017
Q4 | $17K | Buy |
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|
2017
Q3 | $10K | Buy |
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