Wealthspire Advisors (New York)’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 | $2.77M | Sell |
16,000
-21,190
| -57% | -$3.67M | 0.02% | 232 |
|
|
2025
Q1 | $5.22M | Buy |
37,190
+21,102
| +131% | +$2.96M | 0.03% | 159 |
|
|
2024
Q4 | $2.57M | Sell |
16,088
-131
| -0.8% | -$20.9K | 0.03% | 218 |
|
|
2024
Q3 | $2.46M | Sell |
16,219
-1,783
| -10% | -$270K | 0.03% | 216 |
|
|
2024
Q2 | $2.71M | Sell |
18,002
-2,133
| -11% | -$321K | 0.03% | 164 |
|
|
2024
Q1 | $2.72M | Sell |
20,135
-673
| -3% | -$90.9K | 0.04% | 163 |
|
|
2023
Q4 | $2.55M | Sell |
20,808
-166
| -0.8% | -$20.4K | 0.04% | 162 |
|
|
2023
Q3 | $2.2M | Buy |
20,974
+2,824
| +16% | +$296K | 0.04% | 159 |
|
|
2023
Q2 | $1.98M | Sell |
18,150
-326
| -2% | -$35.5K | 0.03% | 153 |
|
|
2023
Q1 | $1.71M | Sell |
18,476
-600
| -3% | -$55.7K | 0.03% | 169 |
|
|
2022
Q4 | $1.42M | Buy |
19,076
+4,000
| +27% | +$298K | 0.03% | 198 |
|
|
2022
Q3 | $1.11M | Buy |
15,076
+7,046
| +88% | +$517K | 0.02% | 211 |
|
|
2022
Q2 | $642K | Buy |
8,030
+4,348
| +118% | +$348K | 0.01% | 286 |
|
|
2022
Q1 | $379K | Buy |
+3,682
| New | +$379K | 0.01% | 316 |
|
|
2021
Q4 | – | Sell |
-4,298
| Closed | -$435K | – | 581 |
|
|
2021
Q3 | $435K | Buy |
+4,298
| New | +$435K | 0.01% | 383 |
|
|
2021
Q2 | – | Sell |
-3,184
| Closed | -$279K | – | 521 |
|
|
2021
Q1 | $279K | Buy |
+3,184
| New | +$279K | 0.01% | 573 |
|