Axxcess Wealth Management’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,914
| Closed | -$465K | – | 901 |
|
|
2024
Q4 | $465K | Sell |
2,914
-16
| -0.5% | -$2.55K | 0.01% | 559 |
|
|
2024
Q3 | $444K | Sell |
2,930
-1,045
| -26% | -$158K | 0.01% | 574 |
|
|
2024
Q2 | $598K | Buy |
3,975
+86
| +2% | +$12.9K | 0.02% | 485 |
|
|
2024
Q1 | $525K | Buy |
+3,889
| New | +$525K | 0.01% | 521 |
|
|
2023
Q4 | – | Sell |
-3,204
| Closed | -$336K | – | 890 |
|
|
2023
Q3 | $336K | Buy |
+3,204
| New | +$336K | 0.01% | 572 |
|