Weaver Consulting Group’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Hold |
2,269
| – | – | 0.11% | 148 |
|
|
2025
Q1 | $319K | Hold |
2,269
| – | – | 0.1% | 158 |
|
|
2024
Q4 | $362K | Hold |
2,269
| – | – | 0.11% | 141 |
|
|
2024
Q3 | $344K | Hold |
2,269
| – | – | 0.11% | 146 |
|
|
2024
Q2 | $341K | Hold |
2,269
| – | – | 0.12% | 138 |
|
|
2024
Q1 | $306K | Sell |
2,269
-24
| -1% | -$3.24K | 0.11% | 151 |
|
|
2023
Q4 | $281K | Hold |
2,293
| – | – | 0.11% | 151 |
|
|
2023
Q3 | $241K | Buy |
2,293
+70
| +3% | +$7.34K | 0.11% | 153 |
|
|
2023
Q2 | $242K | Buy |
+2,223
| New | +$242K | 0.11% | 153 |
|
|
2020
Q4 | – | Sell |
-880
| Closed | -$66K | – | 524 |
|
|
2020
Q3 | $66K | Hold |
880
| – | – | 0.04% | 228 |
|
|
2020
Q2 | $59K | Hold |
880
| – | – | 0.03% | 241 |
|
|
2020
Q1 | $45K | Buy |
880
+164
| +23% | +$8.39K | 0.03% | 233 |
|
|
2019
Q4 | $37K | Hold |
716
| – | – | 0.02% | 276 |
|
|
2019
Q3 | $38K | Hold |
716
| – | – | 0.02% | 257 |
|
|
2019
Q2 | $35K | Hold |
716
| – | – | 0.02% | 257 |
|
|
2019
Q1 | $35K | Buy |
+716
| New | +$35K | 0.01% | 564 |
|