Visionary 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 | $1.67M | Buy |
9,653
+18
| +0.2% | +$3.12K | 0.09% | 211 |
|
|
2025
Q1 | $1.35M | Sell |
9,635
-32
| -0.3% | -$4.49K | 0.08% | 221 |
|
|
2024
Q4 | $1.54M | Sell |
9,667
-1,612
| -14% | -$257K | 0.09% | 200 |
|
|
2024
Q3 | $1.71M | Sell |
11,279
-87
| -0.8% | -$13.2K | 0.1% | 192 |
|
|
2024
Q2 | $1.71M | Sell |
11,366
-1,347
| -11% | -$203K | 0.11% | 185 |
|
|
2024
Q1 | $1.72M | Buy |
12,713
+26
| +0.2% | +$3.51K | 0.12% | 181 |
|
|
2023
Q4 | $1.56M | Buy |
12,687
+70
| +0.6% | +$8.59K | 0.11% | 182 |
|
|
2023
Q3 | $1.32M | Hold |
12,617
| – | – | 0.11% | 185 |
|
|
2023
Q2 | $1.37M | Sell |
12,617
-6,672
| -35% | -$726K | 0.11% | 183 |
|
|
2023
Q1 | $1.79M | Hold |
19,289
| – | – | 0.15% | 141 |
|
|
2022
Q4 | $1.44M | Buy |
19,289
+1
| +0% | +$74 | 0.13% | 149 |
|
|
2022
Q3 | $1.42M | Hold |
19,288
| – | – | 0.15% | 135 |
|
|
2022
Q2 | $1.54M | Hold |
19,288
| – | – | 0.14% | 135 |
|
|
2022
Q1 | $1.99M | Sell |
19,288
-1,458
| -7% | -$150K | 0.16% | 124 |
|
|
2021
Q4 | $2.38M | Buy |
+20,746
| New | +$2.38M | 0.2% | 108 |
|