WA
Wealthstream 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 | $875K | Buy |
5,048
+425
| +9% | +$73.6K | 0.15% | 58 |
|
2025
Q1 | $649K | Hold |
4,623
| – | – | 0.12% | 65 |
|
2024
Q4 | $737K | Hold |
4,623
| – | – | 0.14% | 61 |
|
2024
Q3 | $701K | Hold |
4,623
| – | – | 0.13% | 58 |
|
2024
Q2 | $696K | Hold |
4,623
| – | – | 0.25% | 55 |
|
2024
Q1 | $624K | Hold |
4,623
| – | – | 0.24% | 58 |
|
2023
Q4 | $567K | Buy |
+4,623
| New | +$567K | 0.23% | 60 |
|