SW
Simplicity Wealth’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.13M | Buy |
23,844
+10,854
| +84% | +$1.88M | 0.17% | 134 |
|
|
2025
Q1 | $1.82M | Buy |
+12,990
| New | +$1.82M | 0.14% | 161 |
|
|
2024
Q4 | – | Sell |
-14,538
| Closed | -$2.2M | – | 442 |
|
|
2024
Q3 | $2.2M | Sell |
14,538
-57,384
| -80% | -$8.7M | 0.2% | 103 |
|
|
2024
Q2 | $10.8M | Sell |
71,922
-11,398
| -14% | -$1.72M | 0.24% | 82 |
|
|
2024
Q1 | $11.3M | Buy |
83,320
+71,147
| +584% | +$9.61M | 0.27% | 74 |
|
|
2023
Q4 | $1.49M | Buy |
12,173
+5,587
| +85% | +$686K | 0.58% | 33 |
|
|
2023
Q3 | $691K | Sell |
6,586
-4,321
| -40% | -$453K | 0.4% | 37 |
|
|
2023
Q2 | $1.19M | Buy |
10,907
+628
| +6% | +$68.4K | 0.74% | 26 |
|
|
2023
Q1 | $954K | Buy |
10,279
+4,972
| +94% | +$461K | 0.63% | 30 |
|
|
2022
Q4 | $395K | Buy |
+5,307
| New | +$395K | 0.35% | 40 |
|