WWA
WCG Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.24M | Sell |
47,579
-524
| -1% | -$90.8K | 0.53% | 54 |
|
|
2025
Q1 | $6.76M | Sell |
48,103
-2,113
| -4% | -$297K | 0.51% | 62 |
|
|
2024
Q4 | $8.01M | Sell |
50,216
-1,070
| -2% | -$171K | 0.53% | 57 |
|
|
2024
Q3 | $7.78M | Buy |
51,286
+741
| +1% | +$112K | 0.53% | 59 |
|
|
2024
Q2 | $7.61M | Buy |
50,545
+1,493
| +3% | +$225K | 0.56% | 56 |
|
|
2024
Q1 | $6.63M | Buy |
49,052
+10,595
| +28% | +$1.43M | 0.55% | 54 |
|
|
2023
Q4 | $4.72M | Sell |
38,457
-7,596
| -16% | -$932K | 0.35% | 75 |
|
|
2023
Q3 | $4.83M | Buy |
46,053
+18,020
| +64% | +$1.89M | 0.35% | 70 |
|
|
2023
Q2 | $3.05M | Buy |
+28,033
| New | +$3.05M | 0.36% | 62 |
|