IWA
Intercontinental Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,901
| Closed | -$232K | – | 274 |
|
|
2022
Q2 | $232K | Hold |
2,901
| – | – | 0.06% | 261 |
|
|
2022
Q1 | $299K | Sell |
2,901
-317
| -10% | -$32.7K | 0.07% | 245 |
|
|
2021
Q4 | $369K | Sell |
3,218
-68
| -2% | -$7.8K | 0.08% | 217 |
|
|
2021
Q3 | $333K | Sell |
3,286
-880
| -21% | -$89.2K | 0.08% | 218 |
|
|
2021
Q2 | $414K | Sell |
4,166
-62
| -1% | -$6.16K | 0.08% | 197 |
|
|
2021
Q1 | $371K | Hold |
4,228
| – | – | 0.08% | 190 |
|
|
2020
Q4 | $360K | Buy |
4,228
+3,171
| +300% | +$270K | 0.09% | 179 |
|
|
2020
Q3 | $318K | Buy |
1,057
+257
| +32% | +$77.3K | 0.09% | 155 |
|
|
2020
Q2 | $216K | Buy |
+800
| New | +$216K | 0.07% | 169 |
|