OWA
Outlook Wealth 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 | $2.05M | Sell |
11,819
-617
| -5% | -$107K | 0.53% | 36 |
|
|
2025
Q1 | $1.75M | Buy |
12,436
+2,503
| +25% | +$352K | 0.49% | 41 |
|
|
2024
Q4 | $1.58M | Sell |
9,933
-434
| -4% | -$69.2K | 0.46% | 42 |
|
|
2024
Q3 | $1.57M | Buy |
10,367
+512
| +5% | +$77.6K | 0.45% | 43 |
|
|
2024
Q2 | $2.37M | Buy |
9,855
+2,026
| +26% | +$487K | 0.74% | 27 |
|
|
2024
Q1 | $1.06M | Buy |
7,829
+1,539
| +24% | +$208K | 0.33% | 63 |
|
|
2023
Q4 | $772K | Sell |
6,290
-522
| -8% | -$64.1K | 0.27% | 75 |
|
|
2023
Q3 | $715K | Buy |
6,812
+139
| +2% | +$14.6K | 0.27% | 89 |
|
|
2023
Q2 | $726K | Buy |
+6,673
| New | +$726K | 0.27% | 92 |
|
|
2023
Q1 | – | Sell |
-3,820
| Closed | -$285K | – | 188 |
|
|
2022
Q4 | $285K | Sell |
3,820
-3,623
| -49% | -$270K | 0.14% | 135 |
|
|
2022
Q3 | $546K | Sell |
7,443
-7,319
| -50% | -$537K | 0.24% | 101 |
|
|
2022
Q2 | $1.18M | Buy |
14,762
+379
| +3% | +$30.3K | 0.48% | 54 |
|
|
2022
Q1 | $1.48M | Buy |
14,383
+61
| +0.4% | +$6.29K | 0.5% | 43 |
|
|
2021
Q4 | $1.64M | Buy |
14,322
+9,096
| +174% | +$1.04M | 0.48% | 45 |
|
|
2021
Q3 | $529K | Buy |
5,226
+658
| +14% | +$66.6K | 0.17% | 140 |
|
|
2021
Q2 | $454K | Buy |
+4,568
| New | +$454K | 0.15% | 155 |
|