QWM
Quadcap 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 | $331K | Hold |
1,908
| – | – | 0.04% | 303 |
|
|
2025
Q1 | $268K | Sell |
1,908
-173
| -8% | -$24.3K | 0.04% | 317 |
|
|
2024
Q4 | $332K | Sell |
2,081
-362
| -15% | -$57.7K | 0.05% | 295 |
|
|
2024
Q3 | $370K | Buy |
2,443
+22
| +0.9% | +$3.34K | 0.06% | 282 |
|
|
2024
Q2 | $364K | Sell |
2,421
-20
| -0.8% | -$3.01K | 0.07% | 282 |
|
|
2024
Q1 | $330K | Sell |
2,441
-237
| -9% | -$32K | 0.08% | 261 |
|
|
2023
Q4 | $329K | Buy |
+2,678
| New | +$329K | 0.09% | 259 |
|