Independent Wealth Network’s Main Sector Rotation ETF SECT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.18M Sell
20,313
-439
-2% -$25.5K 0.43% 55
2025
Q1
$1.06M Sell
20,752
-1,586
-7% -$81K 0.42% 63
2024
Q4
$1.23M Buy
22,338
+1,701
+8% +$93.5K 0.5% 52
2024
Q3
$1.11M Buy
20,637
+1,684
+9% +$90.5K 0.49% 46
2024
Q2
$968K Buy
18,953
+62
+0.3% +$3.17K 0.45% 55
2024
Q1
$952K Buy
18,891
+774
+4% +$39K 0.45% 53
2023
Q4
$843K Sell
18,117
-890
-5% -$41.4K 0.44% 57
2023
Q3
$800K Sell
19,007
-809
-4% -$34.1K 0.49% 49
2023
Q2
$854K Buy
19,816
+1,678
+9% +$72.3K 0.51% 46
2023
Q1
$736K Sell
18,138
-186
-1% -$7.55K 0.47% 47
2022
Q4
$711K Sell
18,324
-658
-3% -$25.5K 0.49% 45
2022
Q3
$675K Buy
18,982
+1,310
+7% +$46.6K 0.53% 44
2022
Q2
$643K Sell
17,672
-463
-3% -$16.8K 0.46% 53
2022
Q1
$772K Sell
18,135
-7,455
-29% -$317K 0.49% 50
2021
Q4
$1.15M Buy
25,590
+5,385
+27% +$242K 0.71% 31
2021
Q3
$892K Buy
+20,205
New +$892K 0.58% 42