WAM
WealthTrust Asset Management’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,396
| Closed | -$223K | – | 95 |
|
|
2024
Q4 | $223K | Buy |
1,396
+1
| +0.1% | +$159 | 0.16% | 84 |
|
|
2024
Q3 | $212K | Hold |
1,395
| – | – | 0.16% | 85 |
|
|
2024
Q2 | $210K | Buy |
+1,395
| New | +$210K | 0.15% | 83 |
|
|
2022
Q2 | – | Sell |
-3,642
| Closed | -$375K | – | 84 |
|
|
2022
Q1 | $375K | Sell |
3,642
-1,151
| -24% | -$119K | 0.27% | 49 |
|
|
2021
Q4 | $550K | Buy |
4,793
+4
| +0.1% | +$459 | 0.37% | 43 |
|
|
2021
Q3 | $485K | Hold |
4,789
| – | – | 0.43% | 40 |
|
|
2021
Q2 | $476K | Buy |
+4,789
| New | +$476K | 0.41% | 45 |
|