HWM
Horizon 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 | $15.4M | Buy |
88,834
+85,632
| +2,674% | +$14.8M | 2.7% | 11 |
|
|
2025
Q1 | $450K | Sell |
3,202
-997
| -24% | -$140K | 0.08% | 56 |
|
|
2024
Q4 | $670K | Sell |
4,199
-84,318
| -95% | -$13.5M | 0.12% | 40 |
|
|
2024
Q3 | $13.4M | Buy |
88,517
+86,046
| +3,482% | +$13M | 2.68% | 13 |
|
|
2024
Q2 | $372K | Buy |
+2,471
| New | +$372K | 0.09% | 50 |
|