HWA
HHM 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 | $404K | Hold |
2,332
| – | – | 0.05% | 128 |
|
|
2025
Q1 | $328K | Buy |
2,332
+9
| +0.4% | +$1.26K | 0.04% | 136 |
|
|
2024
Q4 | $371K | Sell |
2,323
-44
| -2% | -$7.02K | 0.05% | 129 |
|
|
2024
Q3 | $359K | Hold |
2,367
| – | – | 0.05% | 119 |
|
|
2024
Q2 | $356K | Buy |
2,367
+126
| +6% | +$19K | 0.05% | 116 |
|
|
2024
Q1 | $303K | Hold |
2,241
| – | – | 0.05% | 115 |
|
|
2023
Q4 | $275K | Hold |
2,241
| – | – | 0.05% | 112 |
|
|
2023
Q3 | $235K | Sell |
2,241
-401
| -15% | -$42.1K | 0.05% | 113 |
|
|
2023
Q2 | $288K | Buy |
2,642
+846
| +47% | +$92.1K | 0.05% | 108 |
|
|
2023
Q1 | $167K | Buy |
1,796
+401
| +29% | +$37.2K | 0.03% | 143 |
|
|
2022
Q4 | $104K | Sell |
1,395
-82
| -6% | -$6.11K | 0.02% | 169 |
|
|
2022
Q3 | $108K | Hold |
1,477
| – | – | 0.03% | 161 |
|
|
2022
Q2 | $118K | Hold |
1,477
| – | – | 0.03% | 181 |
|
|
2022
Q1 | $152K | Hold |
1,477
| – | – | 0.04% | 168 |
|
|
2021
Q4 | $170K | Hold |
1,477
| – | – | 0.04% | 156 |
|
|
2021
Q3 | $150K | Sell |
1,477
-394
| -21% | -$40K | 0.04% | 165 |
|
|
2021
Q2 | $186K | Buy |
1,871
+35
| +2% | +$3.48K | 0.05% | 139 |
|
|
2021
Q1 | $161K | Buy |
1,836
+344
| +23% | +$30.2K | 0.05% | 136 |
|
|
2020
Q4 | $127K | Buy |
1,492
+1,119
| +300% | +$95.3K | 0.04% | 146 |
|
|
2020
Q3 | $112K | Hold |
373
| – | – | 0.04% | 138 |
|
|
2020
Q2 | $101K | Buy |
373
+68
| +22% | +$18.4K | 0.04% | 139 |
|
|
2020
Q1 | $62K | Buy |
+305
| New | +$62K | 0.03% | 183 |
|