AWM
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Avior Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Avior Wealth Management’s Portfolio IYW Stock Details IYW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.2M Buy
6,934
+329
+5% +$57K 0.04% 260
2025
Q1 		$928K Buy
6,605
+1,882
+40% +$264K 0.04% 282
2024
Q4 		$754K Buy
4,723
+2,516
+114% +$401K 0.03% 345
2024
Q3 		$335K Buy
2,207
+720
+48% +$109K 0.01% 556
2024
Q2 		$224K Buy
1,487
+409
+38% +$61.6K 0.01% 644
2024
Q1 		$146K Buy
1,078
+950
+742% +$128K 0.01% 805
2023
Q4 		$15.7K Sell
128
-194
-60% -$23.8K ﹤0.01% 921
2023
Q3 		$33.8K Sell
322
-58
-15% -$6.09K ﹤0.01% 848
2023
Q2 		$41.4K Sell
380
-43
-10% -$4.68K ﹤0.01% 807
2023
Q1 		$39.3K Buy
423
+295
+230% +$27.4K ﹤0.01% 834
2022
Q4 		$9.53K Sell
128
-9
-7% -$670 ﹤0.01% 862
2022
Q3 		$10K Sell
137
-18
-12% -$1.31K ﹤0.01% 850
2022
Q2 		$12K Hold
155
– – ﹤0.01% 745
2022
Q1 		$15K Sell
155
-214
-58% -$20.7K ﹤0.01% 767
2021
Q4 		$42K Sell
369
-105
-22% -$12K ﹤0.01% 609
2021
Q3 		$47K Buy
474
+346
+270% +$34.3K ﹤0.01% 569
2021
Q2 		$12K Hold
128
– – ﹤0.01% 727
2021
Q1 		$11K Hold
128
– – ﹤0.01% 747
2020
Q4 		$10K Buy
128
+96
+300% +$7.5K ﹤0.01% 713
2020
Q3 		$9K Hold
32
– – ﹤0.01% 705
2020
Q2 		$8K Hold
32
– – ﹤0.01% 693
2020
Q1 		$6K Hold
32
– – ﹤0.01% 622
2019
Q4 		$7K Hold
32
– – ﹤0.01% 635
2019
Q3 		$6K Hold
32
– – ﹤0.01% 616
2019
Q2 		$6K Hold
32
– – ﹤0.01% 635
2019
Q1 		$6K Hold
32
– – ﹤0.01% 562
2018
Q4 		$5K Hold
32
– – ﹤0.01% 617
2018
Q3 		$6K Hold
32
– – ﹤0.01% 617
2018
Q2 		$6K Hold
32
– – ﹤0.01% 631
2018
Q1 		$5K Hold
32
– – ﹤0.01% 632
2017
Q4 		$5K Hold
32
– – ﹤0.01% 647
2017
Q3 		$5K Hold
32
– – ﹤0.01% 391
2017
Q2 		$4K Hold
32
– – ﹤0.01% 377
2017
Q1 		$4K Hold
32
– – ﹤0.01% 419
2016
Q4 		$4K Hold
32
– – ﹤0.01% 405
2016
Q3 		$4K Hold
32
– – ﹤0.01% 391
2016
Q2 		$3K Hold
32
– – ﹤0.01% 401
2016
Q1 		$3K Buy
+32
New +$3K ﹤0.01% 419