SAI
Savvy Advisors Inc’s iShares US Technology ETF IYW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $616K | Sell |
3,557
-682
| -16% | -$118K | 0.04% | 316 |
|
2025
Q1 | $595K | Buy |
4,239
+2,519
| +146% | +$354K | 0.06% | 261 |
|
2024
Q4 | $274K | Buy |
1,720
+112
| +7% | +$17.9K | 0.03% | 360 |
|
2024
Q3 | $244K | Sell |
1,608
-1,350
| -46% | -$205K | 0.05% | 298 |
|
2024
Q2 | $445K | Buy |
+2,958
| New | +$445K | 0.15% | 159 |
|