AWA
Acorn Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Buy |
+1,961
| New | +$340K | 0.13% | 158 |
|
|
2025
Q1 | – | Sell |
-1,340
| Closed | -$214K | – | 237 |
|
|
2024
Q4 | $214K | Hold |
1,340
| – | – | 0.09% | 223 |
|
|
2024
Q3 | $203K | Sell |
1,340
-622
| -32% | -$94.3K | 0.09% | 221 |
|
|
2024
Q2 | $295K | Buy |
1,962
+354
| +22% | +$53.3K | 0.15% | 150 |
|
|
2024
Q1 | $217K | Buy |
+1,608
| New | +$217K | 0.11% | 188 |
|
|
2020
Q1 | – | Sell |
-1,175
| Closed | -$279K | – | 119 |
|
|
2019
Q4 | $279K | Buy |
1,175
+1
| +0.1% | +$237 | 0.23% | 93 |
|
|
2019
Q3 | $259K | Sell |
1,174
-42
| -3% | -$9.27K | 0.22% | 98 |
|
|
2019
Q2 | $246K | Sell |
1,216
-30
| -2% | -$6.07K | 0.23% | 99 |
|
|
2019
Q1 | $247K | Sell |
1,246
-185
| -13% | -$36.7K | 0.22% | 103 |
|
|
2018
Q4 | $235K | Hold |
1,431
| – | – | 0.24% | 94 |
|
|
2018
Q3 | $256K | Sell |
1,431
-100
| -7% | -$17.9K | 0.25% | 93 |
|
|
2018
Q2 | $276K | Hold |
1,531
| – | – | 0.24% | 89 |
|
|
2018
Q1 | $260K | Hold |
1,531
| – | – | 0.22% | 91 |
|
|
2017
Q4 | $260K | Buy |
+1,531
| New | +$260K | 0.24% | 84 |
|