AWE
Avidian Wealth Enterprises’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.61M | Buy |
32,386
+4,271
| +15% | +$740K | 0.23% | 72 |
|
|
2025
Q1 | $3.95M | Sell |
28,115
-9
| -0% | -$1.26K | 0.18% | 82 |
|
|
2024
Q4 | $4.49M | Sell |
28,124
-455
| -2% | -$72.6K | 0.2% | 73 |
|
|
2024
Q3 | $4.33M | Buy |
28,579
+480
| +2% | +$72.8K | 0.2% | 75 |
|
|
2024
Q2 | $4.23M | Buy |
28,099
+8,794
| +46% | +$1.32M | 0.18% | 74 |
|
|
2024
Q1 | $2.61M | Buy |
19,305
+214
| +1% | +$28.9K | 0.13% | 91 |
|
|
2023
Q4 | $2.34M | Buy |
19,091
+3,844
| +25% | +$472K | 0.14% | 95 |
|
|
2023
Q3 | $1.6M | Sell |
15,247
-7,439
| -33% | -$781K | 0.11% | 114 |
|
|
2023
Q2 | $2.47M | Buy |
22,686
+981
| +5% | +$107K | 0.16% | 98 |
|
|
2023
Q1 | $2.01M | Buy |
21,705
+3,805
| +21% | +$353K | 0.11% | 138 |
|
|
2022
Q4 | $1.33M | Buy |
17,900
+13,515
| +308% | +$1.01M | 0.09% | 142 |
|
|
2022
Q3 | $322K | Buy |
4,385
+3
| +0.1% | +$220 | 0.02% | 311 |
|
|
2022
Q2 | $350K | Sell |
4,382
-5,057
| -54% | -$404K | 0.02% | 322 |
|
|
2022
Q1 | $973K | Sell |
9,439
-639
| -6% | -$65.9K | 0.06% | 195 |
|
|
2021
Q4 | $1.16M | Buy |
10,078
+4,790
| +91% | +$550K | 0.07% | 162 |
|
|
2021
Q3 | $535K | Buy |
5,288
+151
| +3% | +$15.3K | 0.04% | 205 |
|
|
2021
Q2 | $511K | Sell |
5,137
-85
| -2% | -$8.46K | 0.04% | 223 |
|
|
2021
Q1 | $458K | Sell |
5,222
-94
| -2% | -$8.24K | 0.04% | 223 |
|
|
2020
Q4 | $452K | Buy |
5,316
+3,988
| +300% | +$340 | 0.04% | 199 |
|
|
2020
Q3 | $400K | Buy |
+1,328
| New | +$400K | 0.05% | 183 |
|
|
2020
Q1 | – | Sell |
-2,481
| Closed | -$577K | – | 230 |
|
|
2019
Q4 | $577K | Sell |
2,481
-64
| -3% | -$14.9K | 0.08% | 100 |
|
|
2019
Q3 | $520K | Buy |
2,545
+850
| +50% | +$174K | 0.09% | 98 |
|
|
2019
Q2 | $335K | Buy |
+1,695
| New | +$335K | 0.08% | 93 |
|
|
2015
Q1 | – | Sell |
-2,858
| Closed | -$298K | – | 42 |
|
|
2014
Q4 | $298K | Buy |
+2,858
| New | +$298K | 0.12% | 24 |
|
|
2014
Q3 | – | Sell |
-3,601
| Closed | -$349K | – | 44 |
|
|
2014
Q2 | $349K | Buy |
+3,601
| New | +$349K | 0.13% | 35 |
|