SWA
SOA 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 | $325K | Buy |
1,874
+1
| +0.1% | +$173 | 0.06% | 153 |
|
|
2025
Q1 | $263K | Sell |
1,873
-634
| -25% | -$89K | 0.05% | 163 |
|
|
2024
Q4 | $400K | Sell |
2,507
-373
| -13% | -$59.5K | 0.07% | 130 |
|
|
2024
Q3 | $437K | Buy |
2,880
+1
| +0% | +$152 | 0.08% | 120 |
|
|
2024
Q2 | $433K | Sell |
2,879
-188
| -6% | -$28.3K | 0.09% | 120 |
|
|
2024
Q1 | $414K | Buy |
3,067
+1
| +0% | +$135 | 0.09% | 120 |
|
|
2023
Q4 | $376K | Buy |
3,066
+3
| +0.1% | +$368 | 0.08% | 120 |
|
|
2023
Q3 | $321K | Hold |
3,063
| – | – | 0.08% | 124 |
|
|
2023
Q2 | $334K | Buy |
3,063
+1
| +0% | +$109 | 0.08% | 125 |
|
|
2023
Q1 | $284K | Buy |
3,062
+18
| +0.6% | +$1.67K | 0.07% | 130 |
|
|
2022
Q4 | $227K | Buy |
3,044
+6
| +0.2% | +$447 | 0.06% | 139 |
|
|
2022
Q3 | $222K | Hold |
3,038
| – | – | 0.07% | 138 |
|
|
2022
Q2 | $242K | Sell |
3,038
-291
| -9% | -$23.2K | 0.07% | 131 |
|
|
2022
Q1 | $343K | Buy |
3,329
+1
| +0% | +$103 | 0.08% | 121 |
|
|
2021
Q4 | $384K | Buy |
3,328
+4
| +0.1% | +$462 | 0.09% | 110 |
|
|
2021
Q3 | $336K | Hold |
3,324
| – | – | 0.09% | 125 |
|
|
2021
Q2 | $330K | Buy |
3,324
+3
| +0.1% | +$298 | 0.08% | 126 |
|
|
2021
Q1 | $291K | Hold |
3,321
| – | – | 0.08% | 124 |
|
|
2020
Q4 | $304K | Buy |
+3,321
| New | +$304K | 0.08% | 115 |
|