WAM
Worth 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 | $261K | Buy |
+1,508
| New | +$261K | 0.13% | 113 |
|
|
2025
Q1 | – | Sell |
-5,322
| Closed | -$849K | – | 156 |
|
|
2024
Q4 | $849K | Buy |
+5,322
| New | +$849K | 0.45% | 49 |
|
|
2024
Q3 | – | Sell |
-10,221
| Closed | -$1.54M | – | 149 |
|
|
2024
Q2 | $1.54M | Buy |
10,221
+4,957
| +94% | +$746K | 0.91% | 29 |
|
|
2024
Q1 | $711K | Buy |
+5,264
| New | +$711K | 0.44% | 52 |
|