TWP
Tempus Wealth Planning’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.95M | Buy |
17,015
+215
| +1% | +$37.3K | 0.73% | 31 |
|
|
2025
Q1 | $2.36M | Buy |
16,800
+395
| +2% | +$55.5K | 0.7% | 37 |
|
|
2024
Q4 | $2.62M | Sell |
16,405
-147
| -0.9% | -$23.5K | 0.8% | 32 |
|
|
2024
Q3 | $2.51M | Buy |
16,552
+12
| +0.1% | +$1.82K | 0.92% | 26 |
|
|
2024
Q2 | $2.49M | Buy |
16,540
+31
| +0.2% | +$4.67K | 1.04% | 20 |
|
|
2024
Q1 | $2.23M | Buy |
16,509
+252
| +2% | +$34K | 0.98% | 23 |
|
|
2023
Q4 | $2M | Buy |
16,257
+924
| +6% | +$113K | 0.88% | 29 |
|
|
2023
Q3 | $1.61M | Sell |
15,333
-66
| -0.4% | -$6.93K | 0.81% | 25 |
|
|
2023
Q2 | $1.68M | Buy |
15,399
+558
| +4% | +$60.8K | 0.76% | 38 |
|
|
2023
Q1 | $1.38M | Buy |
14,841
+1,503
| +11% | +$139K | 0.67% | 34 |
|
|
2022
Q4 | $994K | Buy |
13,338
+409
| +3% | +$30.5K | 0.6% | 49 |
|
|
2022
Q3 | $949K | Buy |
12,929
+18
| +0.1% | +$1.32K | 0.63% | 43 |
|
|
2022
Q2 | $1.03M | Buy |
12,911
+10
| +0.1% | +$799 | 0.85% | 29 |
|
|
2022
Q1 | $1.33M | Sell |
12,901
-3,893
| -23% | -$401K | 0.95% | 27 |
|
|
2021
Q4 | $1.93M | Hold |
16,794
| – | – | 1.04% | 23 |
|
|
2021
Q3 | $1.7M | Sell |
16,794
-229
| -1% | -$23.2K | 0.96% | 25 |
|
|
2021
Q2 | $1.69M | Buy |
+17,023
| New | +$1.69M | 1.12% | 22 |
|