BWA
BCU Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
6,648
+420
| +7% | +$72.8K | 0.52% | 22 |
|
|
2025
Q1 | $875K | Buy |
6,228
+1,001
| +19% | +$141K | 0.46% | 20 |
|
|
2024
Q4 | $834K | Sell |
5,227
-335
| -6% | -$53.4K | 0.48% | 21 |
|
|
2024
Q3 | $843K | Buy |
5,562
+223
| +4% | +$33.8K | 0.5% | 23 |
|
|
2024
Q2 | $804K | Buy |
5,339
+269
| +5% | +$40.5K | 0.59% | 20 |
|
|
2024
Q1 | $685K | Buy |
5,070
+406
| +9% | +$54.8K | 0.58% | 22 |
|
|
2023
Q4 | $573K | Buy |
+4,664
| New | +$573K | 0.62% | 25 |
|