WWM
WT Wealth Management’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $489K | Buy |
3,481
+21
| +0.6% | +$2.95K | 0.16% | 86 |
|
|
2024
Q4 | $552K | Sell |
3,460
-55
| -2% | -$8.77K | 0.17% | 82 |
|
|
2024
Q3 | $546K | Sell |
3,515
-261
| -7% | -$40.5K | 0.17% | 82 |
|
|
2024
Q2 | $568K | Sell |
3,776
-29
| -0.8% | -$4.37K | 0.19% | 82 |
|
|
2024
Q1 | $514K | Sell |
3,805
-123
| -3% | -$16.6K | 0.18% | 81 |
|
|
2023
Q4 | $482K | Buy |
+3,928
| New | +$482K | 0.19% | 80 |
|