Elwood & Goetz Wealth Advisory Group’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.59M | Sell |
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|
2025
Q2 | $3.33M | Buy |
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|
2025
Q1 | $2.43M | Buy |
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|
2024
Q4 | $2.25M | Sell |
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|
2024
Q3 | $2.16M | Buy |
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|
2024
Q2 | $2.04M | Sell |
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|
2024
Q1 | $2.13M | Sell |
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|
2023
Q4 | $2M | Sell |
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|
2023
Q3 | $1.88M | Buy |
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|
2023
Q2 | $1.57M | Sell |
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|
2023
Q1 | $1.53M | Sell |
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|
2022
Q4 | $1.38M | Sell |
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|
2022
Q3 | $2.15M | Buy |
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|
2022
Q2 | $2.13M | Buy |
|