FGA
Fortis Group 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 | $982K | Sell |
5,415
-1,244
| -19% | -$226K | 0.18% | 114 |
|
|
2025
Q1 | $935K | Sell |
6,659
-5,439
| -45% | -$764K | 0.18% | 111 |
|
|
2024
Q4 | $1.93M | Buy |
12,098
+3,181
| +36% | +$507K | 0.36% | 71 |
|
|
2024
Q3 | $1.35M | Buy |
8,917
+267
| +3% | +$40.5K | 0.25% | 80 |
|
|
2024
Q2 | $1.3M | Buy |
8,650
+3,034
| +54% | +$457K | 0.26% | 67 |
|
|
2024
Q1 | $758K | Sell |
5,616
-102
| -2% | -$13.8K | 0.14% | 104 |
|
|
2023
Q4 | $542K | Buy |
5,718
+180
| +3% | +$17K | 0.13% | 69 |
|
|
2023
Q3 | $516K | Buy |
5,538
+177
| +3% | +$16.5K | 0.16% | 65 |
|
|
2023
Q2 | $584K | Buy |
5,361
+3
| +0.1% | +$327 | 0.15% | 78 |
|
|
2023
Q1 | $499K | Buy |
+5,358
| New | +$499K | 0.15% | 71 |
|
|
2020
Q3 | $523K | Buy |
+1,737
| New | +$523K | 0.1% | 99 |
|