BWP
Balboa Wealth Partners’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.85M | Buy |
+16,443
| New | +$2.85M | 0.57% | 32 |
|
|
2025
Q1 | – | Sell |
-2,279
| Closed | -$364K | – | 355 |
|
|
2024
Q4 | $364K | Sell |
2,279
-18,457
| -89% | -$2.94M | 0.08% | 178 |
|
|
2024
Q3 | $3.14M | Buy |
20,736
+100
| +0.5% | +$15.2K | 0.78% | 19 |
|
|
2024
Q2 | $3.11M | Buy |
20,636
+1,160
| +6% | +$175K | 0.82% | 18 |
|
|
2024
Q1 | $2.63M | Buy |
19,476
+7,662
| +65% | +$1.03M | 0.77% | 20 |
|
|
2023
Q4 | $1.45M | Buy |
+11,814
| New | +$1.45M | 0.48% | 30 |
|
|
2023
Q3 | – | Sell |
-6,347
| Closed | -$691K | – | 303 |
|
|
2023
Q2 | $691K | Buy |
+6,347
| New | +$691K | 0.24% | 74 |
|