Wealthcare Advisory Partners’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 | $1.21M | Buy |
6,973
+1,234
| +22% | +$214K | 0.03% | 436 |
|
|
2025
Q1 | $806K | Sell |
5,739
-797
| -12% | -$112K | 0.02% | 483 |
|
|
2024
Q4 | $1.04M | Buy |
6,536
+1,005
| +18% | +$160K | 0.03% | 410 |
|
|
2024
Q3 | $839K | Sell |
5,531
-471
| -8% | -$71.4K | 0.02% | 463 |
|
|
2024
Q2 | $903K | Buy |
6,002
+946
| +19% | +$142K | 0.03% | 414 |
|
|
2024
Q1 | $683K | Buy |
5,056
+2,145
| +74% | +$290K | 0.02% | 480 |
|
|
2023
Q4 | $357K | Sell |
2,911
-166
| -5% | -$20.4K | 0.01% | 560 |
|
|
2023
Q3 | $323K | Sell |
3,077
-725
| -19% | -$76.1K | 0.01% | 532 |
|
|
2023
Q2 | $414K | Sell |
3,802
-1,707
| -31% | -$186K | 0.02% | 485 |
|
|
2023
Q1 | $511K | Sell |
5,509
-98
| -2% | -$9.1K | 0.02% | 456 |
|
|
2022
Q4 | $418K | Sell |
5,607
-701
| -11% | -$52.2K | 0.02% | 458 |
|
|
2022
Q3 | $463K | Buy |
6,308
+2,841
| +82% | +$209K | 0.03% | 380 |
|
|
2022
Q2 | $277K | Sell |
3,467
-275
| -7% | -$22K | 0.02% | 452 |
|
|
2022
Q1 | $386K | Sell |
3,742
-2,080
| -36% | -$215K | 0.02% | 359 |
|
|
2021
Q4 | $668K | Sell |
5,822
-507
| -8% | -$58.2K | 0.04% | 264 |
|
|
2021
Q3 | $641K | Buy |
6,329
+925
| +17% | +$93.7K | 0.04% | 270 |
|
|
2021
Q2 | $537K | Sell |
5,404
-141
| -3% | -$14K | 0.04% | 308 |
|
|
2021
Q1 | $486K | Buy |
5,545
+677
| +14% | +$59.3K | 0.04% | 293 |
|
|
2020
Q4 | $414K | Buy |
4,868
+880
| +22% | +$74.8K | 0.04% | 262 |
|
|
2020
Q3 | $300K | Buy |
+3,988
| New | +$300K | 0.03% | 272 |
|
|
2020
Q2 | – | Sell |
-848
| Closed | -$43K | – | 873 |
|
|
2020
Q1 | $43K | Buy |
848
+92
| +12% | +$4.67K | 0.01% | 538 |
|
|
2019
Q4 | $44K | Buy |
756
+76
| +11% | +$4.42K | 0.01% | 577 |
|
|
2019
Q3 | $35K | Hold |
680
| – | – | 0.01% | 612 |
|
|
2019
Q2 | $34K | Buy |
+680
| New | +$34K | 0.01% | 594 |
|