MWM
Maripau 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 | $721K | Sell |
4,167
-739
| -15% | -$128K | 0.36% | 64 |
|
|
2025
Q1 | $689K | Sell |
4,906
-663
| -12% | -$93.1K | 0.4% | 57 |
|
|
2024
Q4 | $888K | Buy |
+5,569
| New | +$888K | 0.53% | 42 |
|
|
2024
Q3 | – | Sell |
-10,765
| Closed | -$1.62M | – | 93 |
|
|
2024
Q2 | $1.62M | Sell |
10,765
-447
| -4% | -$67.3K | 1.11% | 25 |
|
|
2024
Q1 | $1.51M | Buy |
11,212
+285
| +3% | +$38.5K | 1.14% | 22 |
|
|
2023
Q4 | $1.34M | Buy |
10,927
+1,947
| +22% | +$239K | 1.17% | 21 |
|
|
2023
Q3 | $942K | Sell |
8,980
-8,012
| -47% | -$841K | 0.87% | 28 |
|
|
2023
Q2 | $1.85M | Buy |
16,992
+3,516
| +26% | +$383K | 1.65% | 18 |
|
|
2023
Q1 | $1.25M | Sell |
13,476
-192
| -1% | -$17.8K | 1.3% | 21 |
|
|
2022
Q4 | $1.06M | Buy |
13,668
+217
| +2% | +$16.8K | 1.1% | 25 |
|
|
2022
Q3 | $1.03M | Buy |
+13,451
| New | +$1.03M | 1.11% | 24 |
|
|
2022
Q2 | – | Sell |
-5,776
| Closed | -$549K | – | 84 |
|
|
2022
Q1 | $549K | Buy |
5,776
+922
| +19% | +$87.6K | 0.5% | 48 |
|
|
2021
Q4 | $505K | Buy |
+4,854
| New | +$505K | 0.48% | 49 |
|