PWA
Physician 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 | $7.34M | Sell |
42,388
-6,674
| -14% | -$1.16M | 1.15% | 26 |
|
|
2025
Q1 | $6.89M | Buy |
49,062
+3,344
| +7% | +$470K | 1.19% | 22 |
|
|
2024
Q4 | $7.29M | Sell |
45,718
-2,057
| -4% | -$328K | 1.23% | 20 |
|
|
2024
Q3 | $7.36M | Sell |
47,775
-2,209
| -4% | -$341K | 1.33% | 21 |
|
|
2024
Q2 | $7.81M | Buy |
49,984
+588
| +1% | +$91.9K | 1.44% | 18 |
|
|
2024
Q1 | $6.49M | Buy |
49,396
+6,152
| +14% | +$808K | 1.36% | 20 |
|
|
2023
Q4 | $5.56M | Buy |
43,244
+14,627
| +51% | +$1.88M | 1.24% | 21 |
|
|
2023
Q3 | $3.11M | Sell |
28,617
-32,531
| -53% | -$3.53M | 0.8% | 27 |
|
|
2023
Q2 | $6.65M | Buy |
61,148
+530
| +0.9% | +$57.6K | 1.65% | 17 |
|
|
2023
Q1 | $5.57M | Buy |
60,618
+13,543
| +29% | +$1.25M | 1.46% | 18 |
|
|
2022
Q4 | $3.84M | Buy |
+47,075
| New | +$3.84M | 1.04% | 25 |
|
|
2022
Q2 | – | Sell |
-23,633
| Closed | -$2.24M | – | 155 |
|
|
2022
Q1 | $2.24M | Sell |
23,633
-6,895
| -23% | -$655K | 0.6% | 32 |
|
|
2021
Q4 | $3.31M | Sell |
30,528
-11,901
| -28% | -$1.29M | 0.87% | 24 |
|
|
2021
Q3 | $4.49M | Buy |
+42,429
| New | +$4.49M | 1.24% | 22 |
|