MWM
Modern 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 | $3.47M | Sell |
20,047
-60,543
| -75% | -$10.5M | 0.09% | 197 |
|
|
2025
Q1 | $11.3M | Buy |
80,590
+8,263
| +11% | +$1.16M | 0.36% | 64 |
|
|
2024
Q4 | $11.5M | Buy |
72,327
+14,505
| +25% | +$2.31M | 0.43% | 55 |
|
|
2024
Q3 | $8.77M | Buy |
57,822
+399
| +0.7% | +$60.5K | 0.54% | 37 |
|
|
2024
Q2 | $8.64M | Buy |
57,423
+54,757
| +2,054% | +$8.24M | 0.64% | 32 |
|
|
2024
Q1 | $360K | Buy |
+2,666
| New | +$360K | 0.03% | 215 |
|