MPW
MA Private Wealth’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.8M | Buy |
120,144
+778
| +0.7% | +$135K | 3.72% | 8 |
|
|
2025
Q1 | $16.8M | Buy |
119,366
+1,277
| +1% | +$179K | 3.15% | 10 |
|
|
2024
Q4 | $18.8M | Buy |
118,089
+1,000
| +0.9% | +$160K | 3.52% | 10 |
|
|
2024
Q3 | $17.8M | Sell |
117,089
-6,574
| -5% | -$997K | 3.32% | 10 |
|
|
2024
Q2 | $18.6M | Sell |
123,663
-1,240
| -1% | -$187K | 3.68% | 9 |
|
|
2024
Q1 | $16.9M | Sell |
124,903
-1,089
| -0.9% | -$147K | 3.42% | 8 |
|
|
2023
Q4 | $15.5M | Buy |
125,992
+34,738
| +38% | +$4.26M | 3.3% | 8 |
|
|
2023
Q3 | $9.57M | Sell |
91,254
-40,271
| -31% | -$4.23M | 2.26% | 11 |
|
|
2023
Q2 | $14.3M | Sell |
131,525
-820
| -0.6% | -$89.3K | 3.32% | 6 |
|
|
2023
Q1 | $12.3M | Buy |
132,345
+15,188
| +13% | +$1.41M | 2.99% | 6 |
|
|
2022
Q4 | $8.73M | Buy |
+117,157
| New | +$8.73M | 2.1% | 13 |
|