SWMP
Signature Wealth Management 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 | $11.3M | Buy |
65,048
+496
| +0.8% | +$85.9K | 6.44% | 4 |
|
|
2025
Q1 | $9.07M | Buy |
64,552
+1,727
| +3% | +$243K | 5.94% | 6 |
|
|
2024
Q4 | $10M | Sell |
62,825
-163
| -0.3% | -$26K | 6.88% | 4 |
|
|
2024
Q3 | $9.55M | Sell |
62,988
-414
| -0.7% | -$62.8K | 6.91% | 4 |
|
|
2024
Q2 | $9.54M | Sell |
63,402
-1,044
| -2% | -$157K | 7.25% | 3 |
|
|
2024
Q1 | $8.7M | Buy |
64,446
+517
| +0.8% | +$69.8K | 7.08% | 4 |
|
|
2023
Q4 | $7.85M | Sell |
63,929
-430
| -0.7% | -$52.8K | 6.87% | 4 |
|
|
2023
Q3 | $6.75M | Sell |
64,359
-4,057
| -6% | -$426K | 6.6% | 4 |
|
|
2023
Q2 | $7.45M | Sell |
68,416
-4,829
| -7% | -$526K | 6.9% | 3 |
|
|
2023
Q1 | $6.8M | Sell |
73,245
-8,637
| -11% | -$802K | 6.31% | 2 |
|
|
2022
Q4 | $6.1M | Sell |
81,882
-1,438
| -2% | -$107K | 6.01% | 3 |
|
|
2022
Q3 | $6.11M | Buy |
83,320
+1,195
| +1% | +$87.7K | 6.73% | 2 |
|
|
2022
Q2 | $6.57M | Sell |
82,125
-865
| -1% | -$69.2K | 6.73% | 2 |
|
|
2022
Q1 | $8.55M | Buy |
82,990
+408
| +0.5% | +$42K | 7.29% | 2 |
|
|
2021
Q4 | $9.48M | Sell |
82,582
-463
| -0.6% | -$53.2K | 8.04% | 2 |
|
|
2021
Q3 | $8.41M | Buy |
83,045
+1,088
| +1% | +$110K | 7.62% | 1 |
|
|
2021
Q2 | $8.15M | Buy |
81,957
+391
| +0.5% | +$38.9K | 7.4% | 1 |
|
|
2021
Q1 | $7.15M | Buy |
81,566
+2,258
| +3% | +$198K | 6.86% | 1 |
|
|
2020
Q4 | $6.75M | Buy |
+79,308
| New | +$6.75M | 6.75% | 3 |
|