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
PCH
RIG