SVWG
Shared Vision Wealth Group’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.04M | Sell |
16,744
-532
| -3% | -$96.5K | 1.52% | 20 |
|
|
2025
Q1 | $2.43M | Sell |
17,276
-972
| -5% | -$137K | 1.32% | 17 |
|
|
2024
Q4 | $2.91M | Sell |
18,248
-698
| -4% | -$111K | 1.53% | 15 |
|
|
2024
Q3 | $2.87M | Buy |
18,946
+107
| +0.6% | +$16.2K | 1.53% | 15 |
|
|
2024
Q2 | $2.84M | Buy |
18,839
+62
| +0.3% | +$9.33K | 1.65% | 13 |
|
|
2024
Q1 | $2.54M | Buy |
18,777
+1,113
| +6% | +$150K | 1.58% | 14 |
|
|
2023
Q4 | $2.17M | Buy |
+17,664
| New | +$2.17M | 1.45% | 17 |
|