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One Wealth Management Investment & Advisory Services’s iShares US Technology ETF IYW Stock Holding History

One Wealth Management Investment & Advisory Services’s Portfolio IYW Stock Details IYW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-23,465
Closed -$3.53M – 90
2024
Q2 		$3.53M Sell
23,465
-1,083
-4% -$163K 1.41% 14
2024
Q1 		$3.32M Buy
24,548
+1,164
+5% +$157K 1.36% 16
2023
Q4 		$2.87M Buy
+23,384
New +$2.87M 1.28% 14