EA
Everpar 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 | $579K | Buy |
3,342
+987
| +42% | +$171K | 0.26% | 92 |
|
2025
Q1 | $331K | Buy |
2,355
+415
| +21% | +$58.3K | 0.18% | 160 |
|
2024
Q4 | $309K | Buy |
1,940
+196
| +11% | +$31.3K | 0.16% | 181 |
|
2024
Q3 | $264K | Buy |
1,744
+231
| +15% | +$35K | 0.14% | 209 |
|
2024
Q2 | $228K | Buy |
+1,513
| New | +$228K | 0.11% | 235 |
|