Wealthspire Advisors (New York)’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.18M | Buy |
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|
2025
Q2 | $2.77M | Sell |
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|
2025
Q1 | $5.22M | Buy |
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|
2024
Q4 | $2.57M | Sell |
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|
2024
Q3 | $2.46M | Sell |
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|
2024
Q2 | $2.71M | Sell |
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|
2024
Q1 | $2.72M | Sell |
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|
2023
Q4 | $2.55M | Sell |
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|
2023
Q3 | $2.2M | Buy |
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|
2023
Q2 | $1.98M | Sell |
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|
2023
Q1 | $1.71M | Sell |
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|
2022
Q4 | $1.42M | Buy |
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|
2022
Q3 | $1.11M | Buy |
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|
2022
Q2 | $642K | Buy |
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|
2022
Q1 | $379K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $435K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $279K | Buy |
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