AWM
Aspire Wealth Management’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $637K | Sell |
4,204
-447
| -10% | -$67.8K | 0.34% | 53 |
|
|
2024
Q2 | $700K | Sell |
4,651
-1
| -0% | -$150 | 0.4% | 51 |
|
|
2024
Q1 | $628K | Buy |
4,652
+1,167
| +33% | +$158K | 0.38% | 54 |
|
|
2023
Q4 | $428K | Sell |
3,485
-2
| -0.1% | -$246 | 0.29% | 59 |
|
|
2023
Q3 | $366K | Sell |
3,487
-3,184
| -48% | -$334K | 0.28% | 60 |
|
|
2023
Q2 | $726K | Buy |
6,671
+97
| +1% | +$10.6K | 0.55% | 42 |
|
|
2023
Q1 | $610K | Buy |
6,574
+4,784
| +267% | +$444K | 0.5% | 46 |
|
|
2022
Q4 | $133K | Sell |
1,790
-263
| -13% | -$19.6K | 0.12% | 98 |
|
|
2022
Q3 | $151K | Sell |
2,053
-872
| -30% | -$64.1K | 0.14% | 87 |
|
|
2022
Q2 | $234K | Buy |
2,925
+115
| +4% | +$9.2K | 0.22% | 76 |
|
|
2022
Q1 | $290K | Sell |
2,810
-44
| -2% | -$4.54K | 0.23% | 73 |
|
|
2021
Q4 | $328K | Buy |
+2,854
| New | +$328K | 0.27% | 62 |
|