FG
Fiduciary Group’s iShares US Technology ETF IYW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $212K | Buy |
+1,224
| New | +$212K | 0.02% | 275 |
|
2022
Q3 | – | Sell |
-2,224
| Closed | -$205K | – | 238 |
|
2022
Q2 | $205K | Buy |
+2,224
| New | +$205K | 0.03% | 226 |
|
2022
Q1 | – | Sell |
-2,224
| Closed | -$255K | – | 234 |
|
2021
Q4 | $255K | Hold |
2,224
| – | – | 0.03% | 212 |
|
2021
Q3 | $240K | Hold |
2,224
| – | – | 0.03% | 221 |
|
2021
Q2 | $232K | Hold |
2,224
| – | – | 0.03% | 218 |
|
2021
Q1 | $207K | Hold |
2,224
| – | – | 0.03% | 224 |
|
2020
Q4 | $206K | Buy |
+2,224
| New | +$206K | 0.03% | 209 |
|