Wealth Alliance’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 | $7.81M | Sell |
45,072
-5,396
| -11% | -$935K | 0.87% | 19 |
|
|
2025
Q1 | $7.09M | Buy |
50,468
+1,522
| +3% | +$214K | 0.86% | 18 |
|
|
2024
Q4 | $7.81M | Sell |
48,946
-1,685
| -3% | -$269K | 0.93% | 16 |
|
|
2024
Q3 | $7.68M | Sell |
50,631
-5,344
| -10% | -$810K | 0.92% | 17 |
|
|
2024
Q2 | $8.42M | Buy |
55,975
+790
| +1% | +$119K | 1.09% | 15 |
|
|
2024
Q1 | $7.45M | Buy |
55,185
+4,295
| +8% | +$580K | 0.98% | 15 |
|
|
2023
Q4 | $6.25M | Buy |
50,890
+13,069
| +35% | +$1.6M | 0.88% | 17 |
|
|
2023
Q3 | $3.97M | Sell |
37,821
-30,166
| -44% | -$3.17M | 0.63% | 22 |
|
|
2023
Q2 | $7.4M | Buy |
67,987
+998
| +1% | +$109K | 1.11% | 12 |
|
|
2023
Q1 | $6.22M | Buy |
66,989
+19,452
| +41% | +$1.81M | 1.01% | 13 |
|
|
2022
Q4 | $3.54M | Buy |
47,537
+40,003
| +531% | +$2.98M | 0.63% | 21 |
|
|
2022
Q3 | $553K | Buy |
7,534
+785
| +12% | +$57.6K | 0.11% | 194 |
|
|
2022
Q2 | $539K | Buy |
6,749
+543
| +9% | +$43.4K | 0.1% | 198 |
|
|
2022
Q1 | $640K | Buy |
6,206
+1,815
| +41% | +$187K | 0.13% | 174 |
|
|
2021
Q4 | $504K | Buy |
4,391
+1,613
| +58% | +$185K | 0.1% | 219 |
|
|
2021
Q3 | $281K | Sell |
2,778
-10
| -0.4% | -$1.01K | 0.06% | 328 |
|
|
2021
Q2 | $277K | Buy |
+2,788
| New | +$277K | 0.07% | 343 |
|
|
2021
Q1 | – | Sell |
-2,641
| Closed | -$225K | – | 400 |
|
|
2020
Q4 | $225K | Buy |
+2,641
| New | +$225K | 0.07% | 345 |
|