TWM
Tradition Wealth Management’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.35M | Sell |
19,327
-2,576
| -12% | -$446K | 0.27% | 81 |
|
|
2025
Q1 | $3.08M | Buy |
21,903
+497
| +2% | +$69.8K | 0.27% | 81 |
|
|
2024
Q4 | $3.41M | Sell |
21,406
-790
| -4% | -$126K | 0.3% | 76 |
|
|
2024
Q3 | $3.37M | Sell |
22,196
-1,117
| -5% | -$169K | 0.3% | 75 |
|
|
2024
Q2 | $3.51M | Buy |
23,313
+4,794
| +26% | +$721K | 0.34% | 68 |
|
|
2024
Q1 | $2.5M | Sell |
18,519
-23
| -0.1% | -$3.11K | 0.25% | 81 |
|
|
2023
Q4 | $2.28M | Buy |
18,542
+4,600
| +33% | +$565K | 0.24% | 77 |
|
|
2023
Q3 | $1.46M | Sell |
13,942
-12,276
| -47% | -$1.29M | 0.17% | 103 |
|
|
2023
Q2 | $2.85M | Buy |
26,218
+222
| +0.9% | +$24.2K | 0.33% | 71 |
|
|
2023
Q1 | $2.41M | Buy |
25,996
+5,898
| +29% | +$547K | 0.3% | 72 |
|
|
2022
Q4 | $1.5M | Buy |
20,098
+17,780
| +767% | +$1.32M | 0.21% | 87 |
|
|
2022
Q3 | $170K | Hold |
2,318
| – | – | 0.03% | 278 |
|
|
2022
Q2 | $185K | Sell |
2,318
-264
| -10% | -$21.1K | 0.03% | 271 |
|
|
2022
Q1 | $266K | Hold |
2,582
| – | – | 0.03% | 255 |
|
|
2021
Q4 | $296K | Buy |
2,582
+1
| +0% | +$115 | 0.04% | 245 |
|
|
2021
Q3 | $261K | Hold |
2,581
| – | – | 0.04% | 239 |
|
|
2021
Q2 | $257K | Buy |
2,581
+1
| +0% | +$100 | 0.04% | 249 |
|
|
2021
Q1 | $226K | Hold |
2,580
| – | – | 0.04% | 236 |
|
|
2020
Q4 | $220K | Buy |
+2,580
| New | +$220K | 0.04% | 222 |
|