LWA
Lantern 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 | $446K | Buy |
+2,574
| New | +$446K | 0.27% | 87 |
|
|
2024
Q4 | $523K | Buy |
+3,279
| New | +$523K | 0.34% | 74 |
|
|
2024
Q3 | – | Sell |
-3,269
| Closed | -$492K | – | 131 |
|
|
2024
Q2 | $492K | Buy |
3,269
+369
| +13% | +$55.5K | 0.36% | 69 |
|
|
2024
Q1 | $392K | Buy |
2,900
+684
| +31% | +$92.4K | 0.28% | 86 |
|
|
2023
Q4 | $272K | Buy |
+2,216
| New | +$272K | 0.21% | 94 |
|