WAM
Weinberger 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
Q2 | $4.23M | Buy |
24,392
+13
| +0.1% | +$2.25K | 1.63% | 15 |
|
|
2025
Q1 | $3.42M | Buy |
24,379
+12
| +0% | +$1.69K | 1.47% | 20 |
|
|
2024
Q4 | $3.89M | Buy |
24,367
+11
| +0% | +$1.76K | 1.62% | 18 |
|
|
2024
Q3 | $3.69M | Buy |
24,356
+17
| +0.1% | +$2.58K | 1.57% | 19 |
|
|
2024
Q2 | $3.66M | Buy |
24,339
+13
| +0.1% | +$1.96K | 1.73% | 17 |
|
|
2024
Q1 | $3.29M | Buy |
24,326
+14
| +0.1% | +$1.89K | 1.59% | 18 |
|
|
2023
Q4 | $2.98M | Buy |
24,312
+34
| +0.1% | +$4.17K | 1.53% | 18 |
|
|
2023
Q3 | $2.55M | Hold |
24,278
| – | – | 1.45% | 20 |
|
|
2023
Q2 | $2.64M | Buy |
24,278
+15
| +0.1% | +$1.63K | 1.46% | 21 |
|
|
2023
Q1 | $2.25M | Sell |
24,263
-1,321
| -5% | -$123K | 1.31% | 22 |
|
|
2022
Q4 | $1.91M | Buy |
25,584
+87
| +0.3% | +$6.48K | 1.17% | 22 |
|
|
2022
Q3 | $1.87M | Hold |
25,497
| – | – | 1.29% | 20 |
|
|
2022
Q2 | $2.04M | Buy |
+25,497
| New | +$2.04M | 1.35% | 21 |
|