SWMG LLC’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.69M | Sell |
31,406
-235
| -0.7% | -$42.6K | 1.91% | 16 |
|
|
2025
Q1 | $4.5M | Buy |
31,641
+97
| +0.3% | +$13.8K | 1.79% | 14 |
|
|
2024
Q4 | $5.23M | Buy |
31,544
+2,571
| +9% | +$426K | 2.09% | 13 |
|
|
2024
Q3 | $4.64M | Buy |
28,973
+140
| +0.5% | +$22.4K | 1.92% | 13 |
|
|
2024
Q2 | $4.34M | Sell |
28,833
-234
| -0.8% | -$35.2K | 1.93% | 14 |
|
|
2024
Q1 | $3.93M | Buy |
29,067
+2,410
| +9% | +$325K | 1.77% | 14 |
|
|
2023
Q4 | $3.27M | Buy |
26,657
+6,365
| +31% | +$781K | 1.56% | 13 |
|
|
2023
Q3 | $2.13M | Sell |
20,292
-21,045
| -51% | -$2.21M | 1.12% | 15 |
|
|
2023
Q2 | $4.5M | Buy |
41,337
+1,740
| +4% | +$189K | 2.35% | 11 |
|
|
2023
Q1 | $3.67M | Buy |
39,597
+8,929
| +29% | +$829K | 2.05% | 13 |
|
|
2022
Q4 | $2.28M | Buy |
+30,668
| New | +$2.28M | 1.38% | 15 |
|