SAM
Secure Asset 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 |
22,006
-1,686
| -7% | -$292K | 0.7% | 30 |
|
|
2025
Q1 | $3.33M | Buy |
23,692
+791
| +3% | +$111K | 0.67% | 34 |
|
|
2024
Q4 | $3.65M | Sell |
22,901
-1,207
| -5% | -$193K | 0.55% | 36 |
|
|
2024
Q3 | $3.66M | Sell |
24,108
-363
| -1% | -$55K | 0.62% | 30 |
|
|
2024
Q2 | $3.68M | Buy |
24,471
+18,825
| +333% | +$2.83M | 0.7% | 27 |
|
|
2024
Q1 | $763K | Buy |
5,646
+3,603
| +176% | +$487K | 0.18% | 112 |
|
|
2023
Q4 | $251K | Buy |
2,043
+40
| +2% | +$4.91K | 0.07% | 193 |
|
|
2023
Q3 | $210K | Buy |
2,003
+79
| +4% | +$8.29K | 0.06% | 202 |
|
|
2023
Q2 | $209K | Buy |
+1,924
| New | +$209K | 0.06% | 182 |
|
|
2022
Q1 | – | Sell |
-1,907
| Closed | -$219K | – | 218 |
|
|
2021
Q4 | $219K | Buy |
+1,907
| New | +$219K | 0.09% | 187 |
|