LWM
LongView 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 | $2.26M | Sell |
13,039
-53
| -0.4% | -$9.18K | 0.68% | 40 |
|
2025
Q1 | $1.84M | Sell |
13,092
-2
| -0% | -$281 | 0.55% | 44 |
|
2024
Q4 | $2.09M | Buy |
13,094
+55
| +0.4% | +$8.77K | 0.64% | 37 |
|
2024
Q3 | $1.98M | Sell |
13,039
-580
| -4% | -$87.9K | 0.63% | 38 |
|
2024
Q2 | $2.05M | Buy |
13,619
+50
| +0.4% | +$7.53K | 0.76% | 35 |
|
2024
Q1 | $1.83M | Sell |
13,569
-40
| -0.3% | -$5.4K | 0.73% | 35 |
|
2023
Q4 | $1.65M | Buy |
+13,609
| New | +$1.65M | 0.74% | 36 |
|