AWM
Activest Wealth Management’s iShares US Technology ETF IYW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Hold |
0
| – | – | – | 1234 |
|
2025
Q1 | – | Sell |
-251
| Closed | -$40K | – | 1254 |
|
2024
Q4 | $40K | Sell |
251
-94
| -27% | -$15K | 0.01% | 190 |
|
2024
Q3 | $52.3K | Buy |
+345
| New | +$52.3K | 0.02% | 169 |
|
2022
Q2 | – | Sell |
-80
| Closed | -$8K | – | 384 |
|
2022
Q1 | $8K | Hold |
80
| – | – | 0.01% | 226 |
|
2021
Q4 | $9K | Hold |
80
| – | – | 0.01% | 210 |
|
2021
Q3 | $8K | Hold |
80
| – | – | 0.01% | 246 |
|
2021
Q2 | $8K | Hold |
80
| – | – | 0.01% | 221 |
|
2021
Q1 | $7K | Buy |
+80
| New | +$7K | 0.01% | 219 |
|