EWM
EPG 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 | $21.8K | Hold |
126
| – | – | 0.01% | 251 |
|
|
2025
Q1 | $17.7K | Hold |
126
| – | – | ﹤0.01% | 336 |
|
|
2024
Q4 | $20.1K | Hold |
126
| – | – | 0.01% | 343 |
|
|
2024
Q3 | $19.1K | Buy |
+126
| New | +$19.1K | ﹤0.01% | 347 |
|
|
2024
Q2 | – | Sell |
-119
| Closed | -$16.1K | – | 374 |
|
|
2024
Q1 | $16.1K | Hold |
119
| – | – | ﹤0.01% | 373 |
|
|
2023
Q4 | $15.6K | Sell |
119
-81
| -41% | -$10.6K | ﹤0.01% | 356 |
|
|
2023
Q3 | $21K | Buy |
+200
| New | +$21K | 0.01% | 338 |
|
|
2020
Q2 | – | Sell |
-3
| Closed | -$1K | – | 474 |
|
|
2020
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 741 |
|
|
2019
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 636 |
|