W Advisors LLC’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 | $2.94M | Buy |
16,956
+92
| +0.5% | +$15.9K | 1.69% | 16 |
|
|
2025
Q1 | $2.37M | Buy |
16,864
+884
| +6% | +$124K | 1.48% | 17 |
|
|
2024
Q4 | $2.55M | Buy |
15,980
+296
| +2% | +$47.2K | 1.58% | 16 |
|
|
2024
Q3 | $2.38M | Buy |
15,684
+916
| +6% | +$139K | 1.46% | 17 |
|
|
2024
Q2 | $2.22M | Buy |
14,768
+284
| +2% | +$42.7K | 1.46% | 15 |
|
|
2024
Q1 | $1.96M | Buy |
14,484
+247
| +2% | +$33.4K | 1.34% | 16 |
|
|
2023
Q4 | $1.75M | Buy |
14,237
+4,366
| +44% | +$536K | 1.3% | 17 |
|
|
2023
Q3 | $1.04M | Sell |
9,871
-678
| -6% | -$71.1K | 0.85% | 29 |
|
|
2023
Q2 | $1.15M | Buy |
10,549
+1,558
| +17% | +$170K | 0.9% | 30 |
|
|
2023
Q1 | $834K | Buy |
8,991
+3,146
| +54% | +$292K | 0.69% | 38 |
|
|
2022
Q4 | $435K | Buy |
+5,845
| New | +$435K | 0.36% | 68 |
|
|
2022
Q3 | – | Sell |
-4,400
| Closed | -$352K | – | 105 |
|
|
2022
Q2 | $352K | Sell |
4,400
-2,801
| -39% | -$224K | 0.3% | 71 |
|
|
2022
Q1 | $742K | Buy |
+7,201
| New | +$742K | 0.56% | 47 |
|