WAS
WESPAC Advisors SoCal’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $470K | Hold |
2,710
| – | – | 0.1% | 83 |
|
|
2025
Q1 | $381K | Hold |
2,710
| – | – | 0.1% | 85 |
|
|
2024
Q4 | $432K | Hold |
2,710
| – | – | 0.1% | 80 |
|
|
2024
Q3 | $411K | Sell |
2,710
-300
| -10% | -$45.5K | 0.1% | 76 |
|
|
2024
Q2 | $453K | Hold |
3,010
| – | – | 0.11% | 68 |
|
|
2024
Q1 | $407K | Hold |
3,010
| – | – | 0.11% | 75 |
|
|
2023
Q4 | $369K | Buy |
3,010
+10
| +0.3% | +$1.23K | 0.11% | 77 |
|
|
2023
Q3 | $315K | Hold |
3,000
| – | – | 0.11% | 73 |
|
|
2023
Q2 | $327K | Hold |
3,000
| – | – | 0.11% | 77 |
|
|
2023
Q1 | $278K | Hold |
3,000
| – | – | 0.1% | 82 |
|
|
2022
Q4 | $223K | Sell |
3,000
-3,000
| -50% | -$223K | 0.08% | 87 |
|
|
2022
Q3 | $458K | Sell |
6,000
-1,680
| -22% | -$128K | 0.19% | 54 |
|
|
2022
Q2 | $614K | Hold |
7,680
| – | – | 0.23% | 56 |
|
|
2022
Q1 | $791K | Hold |
7,680
| – | – | 0.24% | 61 |
|
|
2021
Q4 | $813K | Hold |
7,680
| – | – | 0.25% | 57 |
|
|
2021
Q3 | $781K | Buy |
+7,680
| New | +$781K | 0.26% | 55 |
|