MLA
My Legacy Advisors’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Sell |
13,749
-730
| -5% | -$128K | 0.86% | 32 |
|
|
2025
Q1 | $2.03M | Sell |
14,479
-136
| -0.9% | -$19.1K | 0.78% | 34 |
|
|
2024
Q4 | $2.34M | Sell |
14,615
-449
| -3% | -$71.9K | 0.91% | 27 |
|
|
2024
Q3 | $2.28M | Sell |
15,064
-9,817
| -39% | -$1.49M | 0.9% | 26 |
|
|
2024
Q2 | $3.74M | Buy |
24,881
+1,784
| +8% | +$268K | 1.2% | 18 |
|
|
2024
Q1 | $3.12M | Buy |
23,097
+2,439
| +12% | +$329K | 1.05% | 20 |
|
|
2023
Q4 | $2.54M | Buy |
20,658
+2,915
| +16% | +$358K | 0.92% | 23 |
|
|
2023
Q3 | $1.9M | Sell |
17,743
-3,096
| -15% | -$331K | 0.77% | 30 |
|
|
2023
Q2 | $2.32M | Buy |
20,839
+2,417
| +13% | +$269K | 0.91% | 25 |
|
|
2023
Q1 | $1.69M | Buy |
18,422
+3,918
| +27% | +$360K | 0.73% | 33 |
|
|
2022
Q4 | $1.27M | Buy |
+14,504
| New | +$1.27M | 0.54% | 51 |
|