ONSWM
Old North State 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 | $572K | Sell |
3,293
-62
| -2% | -$10.8K | 0.3% | 64 |
|
|
2025
Q1 | $472K | Sell |
3,355
-29
| -0.9% | -$4.08K | 0.26% | 67 |
|
|
2024
Q4 | $541K | Sell |
3,384
-2
| -0.1% | -$320 | 0.3% | 58 |
|
|
2024
Q3 | $514K | Buy |
3,386
+109
| +3% | +$16.6K | 0.29% | 54 |
|
|
2024
Q2 | $494K | Sell |
3,277
-192
| -6% | -$28.9K | 0.33% | 51 |
|
|
2024
Q1 | $469K | Buy |
3,469
+840
| +32% | +$114K | 0.31% | 53 |
|
|
2023
Q4 | $323K | Buy |
2,629
+6
| +0.2% | +$737 | 0.24% | 60 |
|
|
2023
Q3 | $275K | Buy |
2,623
+100
| +4% | +$10.5K | 0.24% | 59 |
|
|
2023
Q2 | $275K | Buy |
2,523
+131
| +5% | +$14.3K | 0.24% | 61 |
|
|
2023
Q1 | $222K | Buy |
+2,392
| New | +$222K | 0.21% | 64 |
|