AWMS
Advocacy Wealth Management Services’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.3M | Sell |
191,964
-338
| -0.2% | -$58.6K | 2.04% | 19 |
|
|
2025
Q1 | $27M | Buy |
192,302
+20,253
| +12% | +$2.84M | 1.84% | 19 |
|
|
2024
Q4 | $27.4M | Buy |
172,049
+10,463
| +6% | +$1.67M | 2.09% | 16 |
|
|
2024
Q3 | $24.5M | Buy |
161,586
+20,216
| +14% | +$3.07M | 1.92% | 17 |
|
|
2024
Q2 | $21.3M | Buy |
141,370
+462
| +0.3% | +$69.5K | 1.76% | 16 |
|
|
2024
Q1 | $19M | Buy |
140,908
+27,477
| +24% | +$3.71M | 1.64% | 17 |
|
|
2023
Q4 | $13.9M | Buy |
+113,431
| New | +$13.9M | 1.32% | 18 |
|