WA
Wealthstar 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 | $3.62M | Buy |
20,897
+12,346
| +144% | +$2.14M | 1.36% | 11 |
|
|
2025
Q1 | $1.2M | Sell |
8,551
-1,161
| -12% | -$163K | 0.55% | 44 |
|
|
2024
Q4 | $1.55M | Buy |
+9,712
| New | +$1.55M | 0.67% | 32 |
|
|
2024
Q2 | – | Sell |
-9,733
| Closed | -$1.31M | – | 93 |
|
|
2024
Q1 | $1.31M | Sell |
9,733
-15,215
| -61% | -$2.05M | 0.46% | 34 |
|
|
2023
Q4 | $3.06M | Buy |
24,948
+3,974
| +19% | +$488K | 0.49% | 8 |
|
|
2023
Q3 | $2.2M | Buy |
20,974
+10,371
| +98% | +$1.09M | 0.85% | 14 |
|
|
2023
Q2 | $1.15M | Buy |
10,603
+1
| +0% | +$109 | 0.49% | 23 |
|
|
2023
Q1 | $984K | Sell |
10,602
-629
| -6% | -$58.4K | 0.37% | 30 |
|
|
2022
Q4 | $837K | Buy |
11,231
+4
| +0% | +$298 | 0.38% | 32 |
|
|
2022
Q3 | $825K | Buy |
11,227
+3
| +0% | +$220 | 0.39% | 32 |
|
|
2022
Q2 | $897K | Buy |
11,224
+4
| +0% | +$320 | 0.35% | 37 |
|
|
2022
Q1 | $1.15M | Sell |
11,220
-250
| -2% | -$25.7K | 0.43% | 32 |
|
|
2021
Q4 | $1.32M | Sell |
11,470
-394
| -3% | -$45.2K | 0.45% | 31 |
|
|
2021
Q3 | $1.2M | Buy |
11,864
+297
| +3% | +$30K | 0.36% | 37 |
|
|
2021
Q2 | $1.15M | Buy |
+11,567
| New | +$1.15M | 0.36% | 38 |
|
|
2020
Q1 | $561K | Sell |
2,768
-729
| -21% | -$148K | 0.39% | 22 |
|
|
2019
Q4 | $815K | Buy |
3,497
+21
| +0.6% | +$4.89K | 0.5% | 17 |
|
|
2019
Q3 | $705K | Buy |
3,476
+130
| +4% | +$26.4K | 0.39% | 18 |
|
|
2019
Q2 | $665K | Buy |
3,346
+173
| +5% | +$34.4K | 0.39% | 20 |
|
|
2019
Q1 | $605K | Buy |
3,173
+81
| +3% | +$15.4K | 0.37% | 20 |
|
|
2018
Q4 | $497K | Buy |
3,092
+703
| +29% | +$113K | 0.37% | 20 |
|
|
2018
Q3 | $463K | Buy |
2,389
+693
| +41% | +$134K | 0.27% | 30 |
|
|
2018
Q2 | $321K | Buy |
1,696
+266
| +19% | +$50.3K | 0.1% | 41 |
|
|
2018
Q1 | $241K | Buy |
+1,430
| New | +$241K | 0.07% | 40 |
|