JWM
Jackson 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 | $8.88M | Sell |
51,250
-265
| -0.5% | -$45.9K | 0.97% | 25 |
|
|
2025
Q1 | $7.24M | Buy |
51,515
+1,105
| +2% | +$155K | 0.88% | 30 |
|
|
2024
Q4 | $8.04M | Buy |
50,410
+8,367
| +20% | +$1.33M | 0.91% | 28 |
|
|
2024
Q3 | $6.38M | Buy |
42,043
+16,977
| +68% | +$2.57M | 0.76% | 38 |
|
|
2024
Q2 | $3.77M | Sell |
25,066
-17,856
| -42% | -$2.69M | 0.81% | 33 |
|
|
2024
Q1 | $5.8M | Buy |
42,922
+752
| +2% | +$102K | 0.72% | 37 |
|
|
2023
Q4 | $5.18M | Sell |
42,170
-111
| -0.3% | -$13.6K | 0.68% | 34 |
|
|
2023
Q3 | $4.44M | Buy |
+42,281
| New | +$4.44M | 0.63% | 38 |
|
|
2021
Q1 | – | Sell |
-4,167
| Closed | -$355K | – | 129 |
|
|
2020
Q4 | $355K | Buy |
4,167
+3,123
| +299% | +$266K | 0.05% | 122 |
|
|
2020
Q3 | $314K | Buy |
+1,044
| New | +$314K | 0.05% | 115 |
|