LWM
Liberty 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 | $7.77M | Sell |
44,821
-3,279
| -7% | -$568K | 1.22% | 20 |
|
|
2025
Q1 | $6.75M | Buy |
48,100
+1,567
| +3% | +$220K | 1.29% | 24 |
|
|
2024
Q4 | $7.42M | Sell |
46,533
-3,020
| -6% | -$481K | 1.24% | 23 |
|
|
2024
Q3 | $7.51M | Sell |
49,553
-257,088
| -84% | -$39M | 1.28% | 21 |
|
|
2024
Q2 | $7.37M | Buy |
306,641
+247,720
| +420% | +$5.96M | 1.35% | 20 |
|
|
2024
Q1 | $7.95M | Buy |
58,921
+569
| +1% | +$76.8K | 1.55% | 17 |
|
|
2023
Q4 | $7.16M | Buy |
58,352
+19,511
| +50% | +$2.39M | 1.54% | 17 |
|
|
2023
Q3 | $4.07M | Sell |
38,841
-32,504
| -46% | -$3.41M | 1.01% | 28 |
|
|
2023
Q2 | $7.77M | Buy |
71,345
+1,259
| +2% | +$137K | 1.92% | 13 |
|
|
2023
Q1 | $6.5M | Buy |
+70,086
| New | +$6.5M | 1.34% | 18 |
|
|
2022
Q1 | – | Sell |
-2,067
| Closed | -$237 | – | 171 |
|
|
2021
Q4 | $237 | Buy |
2,067
+962
| +87% | +$110 | 0.01% | 142 |
|
|
2021
Q3 | $112K | Buy |
+1,105
| New | +$112K | 0.04% | 272 |
|