DWM
Darwin 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
Q2 | $693 | Buy |
+4
| New | +$693 | ﹤0.01% | 546 |
|
|
2024
Q4 | – | Sell |
-19
| Closed | -$2.88K | – | 676 |
|
|
2024
Q3 | $2.88K | Buy |
+19
| New | +$2.88K | ﹤0.01% | 498 |
|
|
2023
Q4 | – | Sell |
-27,571
| Closed | -$2.89M | – | 148 |
|
|
2023
Q3 | $2.89M | Sell |
27,571
-3,817
| -12% | -$400K | 0.78% | 37 |
|
|
2023
Q2 | $3.39M | Sell |
31,388
-107
| -0.3% | -$11.6K | 0.87% | 31 |
|
|
2023
Q1 | $2.9M | Sell |
31,495
-6,718
| -18% | -$618K | 0.79% | 34 |
|
|
2022
Q4 | $2.99M | Sell |
38,213
-12,058
| -24% | -$945K | 0.78% | 35 |
|
|
2022
Q3 | $3.72M | Sell |
50,271
-11,271
| -18% | -$834K | 0.93% | 32 |
|
|
2022
Q2 | $5.46M | Sell |
61,542
-78,934
| -56% | -$7.01M | 1.1% | 28 |
|
|
2022
Q1 | $14.5M | Sell |
140,476
-16,900
| -11% | -$1.74M | 2.38% | 11 |
|
|
2021
Q4 | $16.2M | Buy |
+157,376
| New | +$16.2M | 2.56% | 10 |
|