WESPAC Advisors SoCal’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $531K | Hold |
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|
2025
Q2 | $470K | Hold |
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|
2025
Q1 | $381K | Hold |
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|
2024
Q4 | $432K | Hold |
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|
2024
Q3 | $411K | Sell |
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|
2024
Q2 | $453K | Hold |
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|
2024
Q1 | $407K | Hold |
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|
2023
Q4 | $369K | Buy |
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|
2023
Q3 | $315K | Hold |
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|
2023
Q2 | $327K | Hold |
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|
2023
Q1 | $278K | Hold |
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|
2022
Q4 | $223K | Sell |
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|
2022
Q3 | $458K | Sell |
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|
2022
Q2 | $614K | Hold |
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|
2022
Q1 | $791K | Hold |
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|
2021
Q4 | $813K | Hold |
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|
2021
Q3 | $781K | Buy |
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