Financial Gravity Asset Management’s iShares US Technology ETF IYW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$335K Buy
+2,383
New +$335K 0.07% 118
2024
Q2
$617K Sell
4,101
-6,143
-60% -$925K 0.15% 77
2024
Q1
$1.31M Sell
10,244
-306,574
-97% -$39.2M 0.18% 75
2023
Q4
$2.67M Buy
316,818
+6,041
+2% +$50.9K 0.03% 183
2023
Q3
$1.93M Buy
310,777
+282,186
+987% +$1.75M 0.02% 216
2023
Q2
$3.11K Buy
28,591
+1,922
+7% +$209 0.01% 559
2023
Q1
$2.46K Buy
+26,669
New +$2.46K 0.08% 265
2020
Q1
Sell
-748
Closed -$233K 1258
2019
Q4
$233K Sell
748
-560
-43% -$174K 0.16% 94
2019
Q3
$67K Sell
1,308
-3,208
-71% -$164K 0.06% 253
2019
Q2
$223K Sell
4,516
-4,256
-49% -$210K 0.18% 130
2019
Q1
$424K Buy
+8,772
New +$424K 0.34% 73