O3W
Omni 360 Wealth’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
6,574
+42
| +0.6% | +$7.28K | 0.56% | 36 |
|
|
2025
Q1 | $917K | Buy |
6,532
+164
| +3% | +$23K | 0.54% | 42 |
|
|
2024
Q4 | $1.02M | Sell |
6,368
-41
| -0.6% | -$6.54K | 0.64% | 41 |
|
|
2024
Q3 | $972K | Buy |
6,409
+116
| +2% | +$17.6K | 0.64% | 43 |
|
|
2024
Q2 | $947K | Buy |
6,293
+753
| +14% | +$113K | 0.7% | 38 |
|
|
2024
Q1 | $748K | Buy |
5,540
+760
| +16% | +$103K | 0.61% | 42 |
|
|
2023
Q4 | $587K | Buy |
+4,780
| New | +$587K | 0.55% | 50 |
|