SWC
Spectrum Wealth Counsel’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $6.89M | Buy |
49,071
+2,174
| +5% | +$305K | 0.83% | 41 |
|
|
2024
Q4 | $7.48M | Sell |
46,897
-3,669
| -7% | -$585K | 0.88% | 34 |
|
|
2024
Q3 | $7.67M | Sell |
50,566
-159
| -0.3% | -$24.1K | 0.91% | 32 |
|
|
2024
Q2 | $7.63M | Sell |
50,725
-6,222
| -11% | -$936K | 0.97% | 31 |
|
|
2024
Q1 | $7.69M | Buy |
56,947
+2
| +0% | +$270 | 0.94% | 32 |
|
|
2023
Q4 | $6.99M | Buy |
+56,945
| New | +$6.99M | 0.97% | 28 |
|