OAM
Occidental Asset 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 | $832K | Sell |
4,804
-20
| -0.4% | -$3.47K | 0.11% | 115 |
|
|
2025
Q1 | $677K | Sell |
4,824
-25
| -0.5% | -$3.51K | 0.1% | 120 |
|
|
2024
Q4 | $773K | Hold |
4,849
| – | – | 0.12% | 117 |
|
|
2024
Q3 | $735K | Sell |
4,849
-17
| -0.3% | -$2.58K | 0.12% | 122 |
|
|
2024
Q2 | $732K | Sell |
4,866
-98
| -2% | -$14.8K | 0.13% | 121 |
|
|
2024
Q1 | $670K | Sell |
4,964
-745
| -13% | -$101K | 0.13% | 123 |
|
|
2023
Q4 | $701K | Buy |
5,709
+178
| +3% | +$21.9K | 0.15% | 122 |
|
|
2023
Q3 | $580K | Sell |
5,531
-456
| -8% | -$47.8K | 0.13% | 127 |
|
|
2023
Q2 | $652K | Sell |
5,987
-1,111
| -16% | -$121K | 0.15% | 133 |
|
|
2023
Q1 | $659K | Sell |
7,098
-133
| -2% | -$12.3K | 0.16% | 121 |
|
|
2022
Q4 | $539K | Sell |
7,231
-25,736
| -78% | -$1.92M | 0.15% | 130 |
|
|
2022
Q3 | $2.42M | Buy |
32,967
+8,999
| +38% | +$660K | 0.73% | 30 |
|
|
2022
Q2 | $1.92M | Buy |
23,968
+10,609
| +79% | +$848K | 0.57% | 47 |
|
|
2022
Q1 | $1.38M | Sell |
13,359
-1,250
| -9% | -$129K | 0.35% | 77 |
|
|
2021
Q4 | $1.68M | Sell |
14,609
-431
| -3% | -$49.5K | 0.4% | 75 |
|
|
2021
Q3 | $1.52M | Sell |
15,040
-1,840
| -11% | -$186K | 0.4% | 74 |
|
|
2021
Q2 | $1.68M | Buy |
16,880
+1,939
| +13% | +$193K | 0.45% | 62 |
|
|
2021
Q1 | $1.31M | Sell |
14,941
-42
| -0.3% | -$3.68K | 0.39% | 76 |
|
|
2020
Q4 | $1.28M | Buy |
+14,983
| New | +$1.28M | 0.42% | 59 |
|