IWN
Independent Wealth Network’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Buy |
1,999
+11
| +0.6% | +$2.17K | 0.14% | 163 |
|
|
2025
Q1 | $321K | Hold |
1,988
| – | – | 0.13% | 176 |
|
|
2024
Q4 | $368K | Buy |
1,988
+100
| +5% | +$18.5K | 0.15% | 154 |
|
|
2024
Q3 | $330K | Buy |
1,888
+103
| +6% | +$18K | 0.15% | 155 |
|
|
2024
Q2 | $306K | Sell |
1,785
-20
| -1% | -$3.43K | 0.14% | 162 |
|
|
2024
Q1 | $281K | Sell |
1,805
-140
| -7% | -$21.8K | 0.13% | 176 |
|
|
2023
Q4 | $279K | Sell |
1,945
-60
| -3% | -$8.62K | 0.15% | 157 |
|
|
2023
Q3 | $246K | Hold |
2,005
| – | – | 0.15% | 159 |
|
|
2023
Q2 | $262K | Hold |
2,005
| – | – | 0.16% | 160 |
|
|
2023
Q1 | $228K | Buy |
+2,005
| New | +$228K | 0.15% | 163 |
|
|
2022
Q2 | – | Sell |
-1,949
| Closed | -$240K | – | 200 |
|
|
2022
Q1 | $240K | Sell |
1,949
-31
| -2% | -$3.82K | 0.15% | 164 |
|
|
2021
Q4 | $268K | Sell |
1,980
-402
| -17% | -$54.4K | 0.16% | 151 |
|
|
2021
Q3 | $310K | Buy |
+2,382
| New | +$310K | 0.2% | 129 |
|