SWA
Sax 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 | $1.32M | Buy |
7,625
+3,992
| +110% | +$692K | 0.08% | 142 |
|
|
2025
Q1 | $510K | Buy |
3,633
+96
| +3% | +$13.5K | 0.04% | 219 |
|
|
2024
Q4 | $564K | Hold |
3,537
| – | – | 0.04% | 181 |
|
|
2024
Q3 | $536K | Hold |
3,537
| – | – | 0.05% | 147 |
|
|
2024
Q2 | $532K | Buy |
+3,537
| New | +$532K | 0.05% | 139 |
|