HWA
HCR 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 | $1.6M | Hold |
9,229
| – | – | 0.19% | 73 |
|
|
2025
Q1 | $1.3M | Sell |
9,229
-125
| -1% | -$17.6K | 0.17% | 84 |
|
|
2024
Q4 | $1.49M | Sell |
9,354
-297
| -3% | -$47.4K | 0.19% | 80 |
|
|
2024
Q3 | $1.46M | Buy |
9,651
+1
| +0% | +$152 | 0.19% | 83 |
|
|
2024
Q2 | $1.45M | Hold |
9,650
| – | – | 0.21% | 73 |
|
|
2024
Q1 | $1.3M | Sell |
9,650
-91
| -0.9% | -$12.3K | 0.2% | 77 |
|
|
2023
Q4 | $1.2M | Buy |
9,741
+148
| +2% | +$18.2K | 0.19% | 79 |
|
|
2023
Q3 | $1.01M | Sell |
9,593
-1,202
| -11% | -$126K | 0.22% | 77 |
|
|
2023
Q2 | $1.18M | Sell |
10,795
-314
| -3% | -$34.2K | 0.22% | 76 |
|
|
2023
Q1 | $1.03M | Sell |
11,109
-236
| -2% | -$21.9K | 0.2% | 79 |
|
|
2022
Q4 | $845K | Sell |
11,345
-151
| -1% | -$11.2K | 0.18% | 83 |
|
|
2022
Q3 | $843K | Hold |
11,496
| – | – | 0.18% | 82 |
|
|
2022
Q2 | $919K | Sell |
11,496
-1,164
| -9% | -$93.1K | 0.18% | 86 |
|
|
2022
Q1 | $1.31M | Sell |
12,660
-207
| -2% | -$21.3K | 0.21% | 79 |
|
|
2021
Q4 | $1.48M | Sell |
12,867
-845
| -6% | -$97K | 0.23% | 82 |
|
|
2021
Q3 | $1.39M | Sell |
13,712
-32
| -0.2% | -$3.24K | 0.23% | 87 |
|
|
2021
Q2 | $1.37M | Sell |
13,744
-405
| -3% | -$40.3K | 0.24% | 85 |
|
|
2021
Q1 | $1.24M | Sell |
14,149
-1,103
| -7% | -$96.7K | 0.25% | 83 |
|
|
2020
Q4 | $1.3M | Buy |
15,252
+11,161
| +273% | +$950K | 0.27% | 75 |
|
|
2020
Q3 | $1.23M | Buy |
4,091
+521
| +15% | +$157K | 0.28% | 69 |
|
|
2020
Q2 | $966K | Sell |
3,570
-90
| -2% | -$24.4K | 0.23% | 71 |
|
|
2020
Q1 | $748K | Sell |
3,660
-827
| -18% | -$169K | 0.21% | 76 |
|
|
2019
Q4 | $1.04M | Buy |
4,487
+1,063
| +31% | +$247K | 0.25% | 72 |
|
|
2019
Q3 | $703K | Sell |
3,424
-959
| -22% | -$197K | 0.23% | 77 |
|
|
2019
Q2 | $867K | Sell |
4,383
-277
| -6% | -$54.8K | 0.25% | 78 |
|
|
2019
Q1 | $869K | Sell |
4,660
-1,152
| -20% | -$215K | 0.25% | 78 |
|
|
2018
Q4 | $930K | Buy |
5,812
+280
| +5% | +$44.8K | 0.3% | 71 |
|
|
2018
Q3 | $1.01M | Sell |
5,532
-192
| -3% | -$34.9K | 0.33% | 70 |
|
|
2018
Q2 | $1.03M | Sell |
5,724
-435
| -7% | -$78K | 0.34% | 74 |
|
|
2018
Q1 | $1.04M | Buy |
6,159
+940
| +18% | +$158K | 0.36% | 70 |
|
|
2017
Q4 | $849K | Sell |
5,219
-68
| -1% | -$11.1K | 0.3% | 78 |
|
|
2017
Q3 | $793K | Buy |
5,287
+1,293
| +32% | +$194K | 0.33% | 76 |
|
|
2017
Q2 | $558K | Buy |
3,994
+1,051
| +36% | +$147K | 0.28% | 80 |
|
|
2017
Q1 | $398K | Buy |
+2,943
| New | +$398K | 0.2% | 96 |
|