Wealth Enhancement Advisory Services’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.9M | Sell |
119,336
-23,955
| -17% | -$4.2M | 0.03% | 412 |
|
|
2025
Q1 | $20.1M | Buy |
143,291
+15,785
| +12% | +$2.22M | 0.04% | 395 |
|
|
2024
Q4 | $20.3M | Buy |
127,506
+19,941
| +19% | +$3.18M | 0.04% | 367 |
|
|
2024
Q3 | $16.3M | Sell |
107,565
-9,097
| -8% | -$1.38M | 0.04% | 391 |
|
|
2024
Q2 | $17.6M | Sell |
116,662
-896
| -0.8% | -$135K | 0.04% | 359 |
|
|
2024
Q1 | $15.9M | Sell |
117,558
-37,675
| -24% | -$5.09M | 0.04% | 369 |
|
|
2023
Q4 | $19.1M | Buy |
155,233
+30,878
| +25% | +$3.79M | 0.06% | 311 |
|
|
2023
Q3 | $13M | Buy |
124,355
+121,469
| +4,209% | +$12.7M | 0.04% | 353 |
|
|
2023
Q2 | $314K | Buy |
2,886
+458
| +19% | +$49.9K | ﹤0.01% | 429 |
|
|
2023
Q1 | $225K | Buy |
+2,428
| New | +$225K | ﹤0.01% | 489 |
|