Waverly 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 | $2.78M | Sell |
16,035
-226
| -1% | -$39.2K | 0.03% | 423 |
|
|
2025
Q1 | $2.28M | Buy |
16,261
+2,507
| +18% | +$352K | 0.03% | 450 |
|
|
2024
Q4 | $2.19M | Sell |
13,754
-3,674
| -21% | -$586K | 0.03% | 363 |
|
|
2024
Q3 | $2.64M | Sell |
17,428
-14,816
| -46% | -$2.25M | 0.05% | 286 |
|
|
2024
Q2 | $4.85M | Buy |
32,244
+29,417
| +1,041% | +$4.43M | 0.1% | 192 |
|
|
2024
Q1 | $382K | Buy |
+2,827
| New | +$382K | 0.01% | 525 |
|
|
2023
Q1 | – | Sell |
-7,709
| Closed | -$574K | – | 303 |
|
|
2022
Q4 | $574K | Buy |
+7,709
| New | +$574K | 0.03% | 157 |
|
|
2015
Q4 | – | Sell |
-2,264
| Closed | -$56K | – | 266 |
|
|
2015
Q3 | $56K | Buy |
+2,264
| New | +$56K | 0.04% | 123 |
|