AWA
Adapt 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 | $762K | Hold |
4,396
| – | – | 0.34% | 35 |
|
|
2025
Q1 | $617K | Hold |
4,396
| – | – | 0.3% | 37 |
|
|
2024
Q4 | $701K | Sell |
4,396
-200
| -4% | -$31.9K | 0.35% | 38 |
|
|
2024
Q3 | $697K | Hold |
4,596
| – | – | 0.37% | 37 |
|
|
2024
Q2 | $692K | Buy |
+4,596
| New | +$692K | 0.43% | 36 |
|