Wealthstar Advisors’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
2026
Q1
$1.13M Sell
6,240
-1,478
-19% -$286K 0.67% 44
2025
Q4
$1.54M Sell
7,718
-10,690
-58% -$2.14M 0.84% 27
2025
Q3
$3.61M Sell
18,408
-2,489
-12% -$455K 1.42% 11
2025
Q2
$3.62M Buy
20,897
+12,346
+144% +$1.87M 1.36% 11
2025
Q1
$1.2M Sell
8,551
-1,161
-12% -$181K 0.55% 44
2024
Q4
$1.55M Buy
+9,712
New +$1.54M 0.67% 32
2024
Q2
Sell
-9,733
Closed -$1.31M 95
2024
Q1
$1.31M Sell
9,733
-15,215
-61% -$1.98M 0.46% 34
2023
Q4
$3.06M Buy
24,948
+3,974
+19% +$450K 1.14% 9
2023
Q3
$2.2M Buy
20,974
+10,371
+98% +$1.13M 0.96% 15
2023
Q2
$1.15M Buy
10,603
+1
+0% +$98 0.49% 23
2023
Q1
$984K Sell
10,602
-629
-6% -$52.8K 0.42% 31
2022
Q4
$837K Buy
11,231
+4
+0% +$306 0.38% 32
2022
Q3
$825K Buy
11,227
+3
+0% +$254 0.39% 32
2022
Q2
$897K Buy
11,224
+4
+0% +$354 0.38% 38
2022
Q1
$1.15M Sell
11,220
-250
-2% -$25.5K 0.43% 32
2021
Q4
$1.31M Sell
11,470
-394
-3% -$43.7K 0.45% 31
2021
Q3
$1.2M Buy
11,864
+297
+3% +$31K 0.44% 38
2021
Q2
$1.15M Buy
+11,567
New +$1.08M 0.44% 39
2020
Q1
$561K Sell
11,072
-2,916
-21% -$169K 0.43% 23
2019
Q4
$815K Buy
13,988
+84
+0.6% +$4.57K 0.52% 19
2019
Q3
$705K Buy
13,904
+520
+4% +$26.4K 0.47% 19
2019
Q2
$665K Buy
13,384
+692
+5% +$33.8K 0.46% 21
2019
Q1
$605K Buy
12,692
+324
+3% +$14.4K 0.44% 21
2018
Q4
$497K Buy
12,368
+2,812
+29% +$122K 0.41% 21
2018
Q3
$463K Buy
9,556
+2,772
+41% +$131K 0.35% 31
2018
Q2
$321K Buy
6,784
+1,064
+19% +$47.1K 0.25% 42
2018
Q1
$241K Buy
+5,720
New +$246K 0.2% 41

Other funds holding IYW