Aspire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $637K | Sell |
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|
2024
Q2 | $700K | Sell |
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|
2024
Q1 | $628K | Buy |
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|
2023
Q4 | $428K | Sell |
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|
2023
Q3 | $366K | Sell |
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|
2023
Q2 | $726K | Buy |
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|
2023
Q1 | $610K | Buy |
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|
2022
Q4 | $133K | Sell |
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|
2022
Q3 | $151K | Sell |
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|
2022
Q2 | $234K | Buy |
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|
2022
Q1 | $290K | Sell |
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|
2021
Q4 | $328K | Buy |
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