SP
SWS Partners’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Buy |
+1,271
| New | +$220K | 0.06% | 118 |
|
|
2025
Q1 | – | Sell |
-1,270
| Closed | -$203K | – | 110 |
|
|
2024
Q4 | $203K | Buy |
+1,270
| New | +$203K | 0.06% | 117 |
|
|
2024
Q3 | – | Sell |
-1,269
| Closed | -$191K | – | 201 |
|
|
2024
Q2 | $191K | Buy |
+1,269
| New | +$191K | 0.06% | 117 |
|
|
2018
Q2 | – | Sell |
-308
| Closed | -$51K | – | 206 |
|
|
2018
Q1 | $51K | Hold |
308
| – | – | 0.04% | 143 |
|
|
2017
Q4 | $50K | Buy |
+308
| New | +$50K | 0.04% | 140 |
|