IWA
IBEX 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 | $1.16M | Sell |
6,682
-6,083
| -48% | -$1.05M | 0.12% | 98 |
|
|
2025
Q1 | $1.79M | Sell |
12,765
-436
| -3% | -$61.2K | 0.24% | 79 |
|
|
2024
Q4 | $2.11M | Buy |
+13,201
| New | +$2.11M | 0.25% | 80 |
|
|
2022
Q4 | – | Sell |
-12,084
| Closed | -$887K | – | 180 |
|
|
2022
Q3 | $887K | Buy |
12,084
+67
| +0.6% | +$4.92K | 0.23% | 85 |
|
|
2022
Q2 | $961K | Sell |
12,017
-432
| -3% | -$34.5K | 0.22% | 93 |
|
|
2022
Q1 | $1.28M | Sell |
12,449
-720
| -5% | -$74.2K | 0.25% | 96 |
|
|
2021
Q4 | $1.51M | Sell |
13,169
-257
| -2% | -$29.5K | 0.27% | 101 |
|
|
2021
Q3 | $1.36M | Buy |
13,426
+344
| +3% | +$34.8K | 0.26% | 103 |
|
|
2021
Q2 | $1.3M | Buy |
13,082
+193
| +1% | +$19.2K | 0.26% | 106 |
|
|
2021
Q1 | $1.13M | Sell |
12,889
-21
| -0.2% | -$1.84K | 0.28% | 93 |
|
|
2020
Q4 | $1.1M | Buy |
+12,910
| New | +$1.1M | 0.29% | 88 |
|
|
2019
Q3 | – | Sell |
-3,412
| Closed | -$675K | – | 222 |
|
|
2019
Q2 | $675K | Buy |
+3,412
| New | +$675K | 0.19% | 111 |
|
|
2017
Q4 | – | Sell |
-4,007
| Closed | -$612K | – | 109 |
|
|
2017
Q3 | $612K | Buy |
4,007
+205
| +5% | +$31.3K | 0.23% | 91 |
|
|
2017
Q2 | $538K | Buy |
+3,802
| New | +$538K | 0.21% | 93 |
|
|
2017
Q1 | – | Sell |
-3,484
| Closed | -$433K | – | 231 |
|
|
2016
Q4 | $433K | Buy |
3,484
+305
| +10% | +$37.9K | 0.21% | 90 |
|
|
2016
Q3 | $379K | Buy |
+3,179
| New | +$379K | 0.21% | 91 |
|