SPAS
Spectrum Planning & Advisory Services’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.85M | Sell |
16,443
-4,305
| -21% | -$746K | 1.84% | 16 |
|
|
2025
Q1 | $2.91M | Buy |
20,748
+2,920
| +16% | +$410K | 2.43% | 13 |
|
|
2024
Q4 | $2.84M | Sell |
17,828
-933
| -5% | -$149K | 2.47% | 12 |
|
|
2024
Q3 | $2.84M | Buy |
18,761
+95
| +0.5% | +$14.4K | 2.73% | 11 |
|
|
2024
Q2 | $2.82M | Buy |
+18,666
| New | +$2.82M | 2.72% | 11 |
|
|
2023
Q4 | $1.97M | Buy |
16,071
+2,255
| +16% | +$277K | 2.79% | 7 |
|
|
2023
Q3 | $1.45M | Sell |
13,816
-12,660
| -48% | -$1.33M | 2.29% | 8 |
|
|
2023
Q2 | $2.88M | Buy |
26,476
+362
| +1% | +$39.4K | 4.31% | 8 |
|
|
2023
Q1 | $2.42M | Buy |
26,114
+13,173
| +102% | +$1.22M | 3.94% | 8 |
|
|
2022
Q4 | $964K | Buy |
+12,941
| New | +$964K | 1.32% | 17 |
|
|
2022
Q2 | – | Sell |
-11,728
| Closed | -$1.21M | – | 43 |
|
|
2022
Q1 | $1.21M | Sell |
11,728
-2,042
| -15% | -$210K | 1.1% | 24 |
|
|
2021
Q4 | $1.58M | Sell |
13,770
-5,162
| -27% | -$593K | 1.44% | 18 |
|
|
2021
Q3 | $1.92M | Buy |
+18,932
| New | +$1.92M | 1.88% | 17 |
|