TW
TritonPoint Wealth’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.6M | Sell |
107,372
-1,374
| -1% | -$238K | 1.72% | 10 |
|
|
2025
Q1 | $15.3M | Sell |
108,746
-3,320
| -3% | -$466K | 1.45% | 13 |
|
|
2024
Q4 | $17.9M | Buy |
112,066
+5,456
| +5% | +$870K | 1.62% | 11 |
|
|
2024
Q3 | $16.1M | Sell |
106,610
-6,421
| -6% | -$970K | 1.47% | 12 |
|
|
2024
Q2 | $17M | Sell |
113,031
-2,301
| -2% | -$346K | 1.64% | 11 |
|
|
2024
Q1 | $13.1M | Buy |
115,332
+7,831
| +7% | +$889K | 1.37% | 16 |
|
|
2023
Q4 | $13.2M | Buy |
+107,501
| New | +$13.2M | 1.29% | 16 |
|