QPWM
Quadrant Private 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 | $3.81M | Sell |
21,996
-1,662
| -7% | -$288K | 0.79% | 30 |
|
|
2025
Q1 | $3.32M | Buy |
23,658
+2,610
| +12% | +$367K | 0.83% | 34 |
|
|
2024
Q4 | $3.36M | Buy |
21,048
+3,433
| +19% | +$548K | 0.83% | 31 |
|
|
2024
Q3 | $2.67M | Buy |
17,615
+2,718
| +18% | +$412K | 0.66% | 43 |
|
|
2024
Q2 | $2.24M | Buy |
14,897
+4,697
| +46% | +$707K | 0.51% | 55 |
|
|
2024
Q1 | $1.38M | Buy |
10,200
+1,867
| +22% | +$252K | 0.35% | 75 |
|
|
2023
Q4 | $1.02M | Buy |
8,333
+3,117
| +60% | +$383K | 0.28% | 81 |
|
|
2023
Q3 | $548K | Sell |
5,216
-5,319
| -50% | -$559K | 0.18% | 105 |
|
|
2023
Q2 | $1.15M | Buy |
10,535
+1,876
| +22% | +$204K | 0.33% | 77 |
|
|
2023
Q1 | $804K | Buy |
8,659
+3,925
| +83% | +$364K | 0.25% | 94 |
|
|
2022
Q4 | $353K | Buy |
+4,734
| New | +$353K | 0.12% | 151 |
|