TWM
TSA 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 | $6.98M | Sell |
40,278
-5,194
| -11% | -$900K | 2.55% | 14 |
|
|
2025
Q1 | $6.39M | Buy |
45,472
+710
| +2% | +$99.7K | 2.54% | 15 |
|
|
2024
Q4 | $7.14M | Sell |
44,762
-1,873
| -4% | -$299K | 2.91% | 13 |
|
|
2024
Q3 | $7.07M | Sell |
46,635
-24
| -0.1% | -$3.64K | 2.85% | 13 |
|
|
2024
Q2 | $7.02M | Sell |
46,659
-1,163
| -2% | -$175K | 2.99% | 12 |
|
|
2024
Q1 | $6.46M | Buy |
47,822
+1,730
| +4% | +$234K | 2.81% | 13 |
|
|
2023
Q4 | $5.66M | Buy |
+46,092
| New | +$5.66M | 2.64% | 12 |
|