QWP
Quotient Wealth Partners’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.4M | Buy |
382,977
+3,163
| +0.8% | +$548K | 1.95% | 16 |
|
|
2025
Q1 | $53.3M | Buy |
379,814
+15,452
| +4% | +$2.17M | 1.7% | 19 |
|
|
2024
Q4 | $58.1M | Buy |
364,362
+4,773
| +1% | +$761K | 1.9% | 14 |
|
|
2024
Q3 | $54.5M | Buy |
359,589
+12,386
| +4% | +$1.88M | 1.79% | 16 |
|
|
2024
Q2 | $52.3M | Sell |
347,203
-21,811
| -6% | -$3.28M | 1.83% | 14 |
|
|
2024
Q1 | $49.8M | Buy |
369,014
+52,693
| +17% | +$7.12M | 1.78% | 15 |
|
|
2023
Q4 | $38.8M | Buy |
+316,321
| New | +$38.8M | 1.51% | 19 |
|