WESPAC Advisors’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,769
| Closed | -$1.88M | – | 180 |
|
|
2024
Q4 | $1.88M | Buy |
11,769
+5,696
| +94% | +$909K | 1.38% | 11 |
|
|
2024
Q3 | $921K | Buy |
6,073
+44
| +0.7% | +$6.67K | 0.68% | 49 |
|
|
2024
Q2 | $907K | Sell |
6,029
-2,508
| -29% | -$377K | 0.71% | 48 |
|
|
2024
Q1 | $1.15M | Buy |
8,537
+6,102
| +251% | +$824K | 0.67% | 48 |
|
|
2023
Q4 | $299K | Buy |
+2,435
| New | +$299K | 0.21% | 116 |
|
|
2022
Q1 | – | Sell |
-2,259
| Closed | -$259K | – | 131 |
|
|
2021
Q4 | $259K | Sell |
2,259
-1,754
| -44% | -$201K | 0.17% | 132 |
|
|
2021
Q3 | $406K | Buy |
+4,013
| New | +$406K | 0.25% | 119 |
|
|
2021
Q2 | – | Sell |
-2,907
| Closed | -$255K | – | 129 |
|
|
2021
Q1 | $255K | Buy |
+2,907
| New | +$255K | 0.19% | 135 |
|