KWA
Kingswood 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 | $6.8M | Buy |
39,233
+25,875
| +194% | +$4.48M | 0.54% | 29 |
|
|
2025
Q1 | $1.88M | Sell |
13,358
-2,010
| -13% | -$283K | 0.17% | 147 |
|
|
2024
Q4 | $2.45M | Buy |
15,368
+921
| +6% | +$147K | 0.18% | 122 |
|
|
2024
Q3 | $2.19M | Buy |
14,447
+12,447
| +622% | +$1.89M | 0.16% | 147 |
|
|
2024
Q2 | $301K | Sell |
2,000
-31
| -2% | -$4.67K | 0.03% | 519 |
|
|
2024
Q1 | $274K | Buy |
+2,031
| New | +$274K | 0.03% | 509 |
|