Gateway Wealth Partners’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
Sell
-8,888
Closed -$1.54M 417
2025
Q2
$1.54M Sell
8,888
-777
-8% -$118K 0.29% 93
2025
Q1
$1.36M Buy
9,665
+490
+5% +$76.3K 0.31% 85
2024
Q4
$1.46M Sell
9,175
-141
-2% -$22.3K 0.38% 68
2024
Q3
$1.41M Sell
9,316
-225
-2% -$33.1K 0.39% 67
2024
Q2
$1.44M Buy
9,541
+604
+7% +$83.5K 0.43% 60
2024
Q1
$1.21M Buy
8,937
+679
+8% +$88.4K 0.43% 64
2023
Q4
$1.01M Buy
8,258
+3,011
+57% +$341K 0.41% 65
2023
Q3
$551K Sell
5,247
-3,364
-39% -$366K 0.1% 116
2023
Q2
$937K Sell
8,611
-505
-6% -$49.6K 0.17% 88
2023
Q1
$846K Buy
9,116
+1,953
+27% +$164K 0.13% 82
2022
Q4
$534K Buy
+7,163
New +$548K 0.09% 102

Other funds holding IYW