CGA
Crescent Grove Advisors’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Hold |
2,817
| – | – | 0.05% | 163 |
|
|
2025
Q1 | $396K | Hold |
2,817
| – | – | 0.04% | 176 |
|
|
2024
Q4 | $449K | Hold |
2,817
| – | – | 0.04% | 172 |
|
|
2024
Q3 | $427K | Sell |
2,817
-345
| -11% | -$52.3K | 0.04% | 179 |
|
|
2024
Q2 | $476K | Buy |
3,162
+163
| +5% | +$24.5K | 0.05% | 168 |
|
|
2024
Q1 | $405K | Hold |
2,999
| – | – | 0.04% | 202 |
|
|
2023
Q4 | $368K | Buy |
+2,999
| New | +$368K | 0.04% | 207 |
|