FWP
Firethorn 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 | $2.26M | Sell |
13,025
-1,754
| -12% | -$304K | 0.98% | 24 |
|
2025
Q1 | $2.08M | Buy |
14,779
+121
| +0.8% | +$17K | 0.99% | 23 |
|
2024
Q4 | $2.34M | Sell |
14,658
-914
| -6% | -$146K | 1.16% | 20 |
|
2024
Q3 | $2.36M | Sell |
15,572
-1,570
| -9% | -$238K | 1.2% | 19 |
|
2024
Q2 | $2.58M | Buy |
17,142
+21
| +0.1% | +$3.16K | 1.46% | 15 |
|
2024
Q1 | $2.31M | Buy |
17,121
+980
| +6% | +$132K | 1.36% | 18 |
|
2023
Q4 | $1.98M | Buy |
16,141
+2,956
| +22% | +$363K | 1.3% | 17 |
|
2023
Q3 | $1.38M | Sell |
13,185
-14,775
| -53% | -$1.55M | 1.06% | 21 |
|
2023
Q2 | $3.04M | Sell |
27,960
-675
| -2% | -$73.5K | 2.27% | 13 |
|
2023
Q1 | $2.67M | Buy |
28,635
+9,272
| +48% | +$864K | 2.08% | 13 |
|
2022
Q4 | $1.44M | Buy |
+19,363
| New | +$1.44M | 1.22% | 14 |
|
2022
Q2 | – | Sell |
-6,872
| Closed | -$708K | – | 137 |
|
2022
Q1 | $708K | Sell |
6,872
-1,628
| -19% | -$168K | 0.54% | 45 |
|
2021
Q4 | $976K | Buy |
+8,500
| New | +$976K | 0.73% | 30 |
|