YWM
Yoder Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Buy |
60,027
+3,647
| +6% | +$719K | 6.17% | 1 |
|
|
2025
Q1 | $9.09M | Buy |
56,380
+7,652
| +16% | +$1.23M | 5.12% | 2 |
|
|
2024
Q4 | $9.01M | Buy |
48,728
+10,618
| +28% | +$1.96M | 4.98% | 2 |
|
|
2024
Q3 | $6.65M | Buy |
38,110
+6,568
| +21% | +$1.15M | 3.99% | 5 |
|
|
2024
Q2 | $5.41M | Buy |
31,542
+3,097
| +11% | +$531K | 3.5% | 7 |
|
|
2024
Q1 | $4.43M | Buy |
28,445
+880
| +3% | +$137K | 2.89% | 9 |
|
|
2023
Q4 | $3.96M | Buy |
27,565
+1,259
| +5% | +$181K | 2.79% | 9 |
|
|
2023
Q3 | $3.23M | Buy |
26,306
+391
| +2% | +$48.1K | 2.67% | 10 |
|
|
2023
Q2 | $3.39M | Buy |
25,915
+2,074
| +9% | +$271K | 2.67% | 10 |
|
|
2023
Q1 | $2.72M | Buy |
+23,841
| New | +$2.72M | 2.26% | 12 |
|