SPWG
Syntegra Private Wealth Group’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,266
| Closed | -$202K | – | 166 |
|
|
2024
Q4 | $202K | Sell |
1,266
-67
| -5% | -$10.7K | 0.02% | 155 |
|
|
2024
Q3 | $202K | Sell |
1,333
-281
| -17% | -$42.6K | 0.02% | 150 |
|
|
2024
Q2 | $243K | Sell |
1,614
-18
| -1% | -$2.71K | 0.03% | 130 |
|
|
2024
Q1 | $220K | Sell |
1,632
-59
| -3% | -$7.97K | 0.03% | 133 |
|
|
2023
Q4 | $208K | Buy |
+1,691
| New | +$208K | 0.03% | 127 |
|
|
2023
Q3 | – | Sell |
-2,093
| Closed | -$228K | – | 134 |
|
|
2023
Q2 | $228K | Buy |
+2,093
| New | +$228K | 0.03% | 125 |
|