GWP
Gateway Wealth Partners’s iShares US Technology ETF IYW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.54M | Sell |
8,888
-777
| -8% | -$135K | 0.29% | 93 |
|
2025
Q1 | $1.36M | Buy |
9,665
+490
| +5% | +$68.8K | 0.31% | 85 |
|
2024
Q4 | $1.46M | Sell |
9,175
-141
| -2% | -$22.5K | 0.38% | 68 |
|
2024
Q3 | $1.41M | Sell |
9,316
-225
| -2% | -$34.1K | 0.39% | 67 |
|
2024
Q2 | $1.44M | Buy |
9,541
+604
| +7% | +$90.9K | 0.43% | 60 |
|
2024
Q1 | $1.21M | Buy |
8,937
+679
| +8% | +$91.7K | 0.43% | 64 |
|
2023
Q4 | $1.01M | Buy |
8,258
+3,011
| +57% | +$370K | 0.41% | 65 |
|
2023
Q3 | $551K | Sell |
5,247
-3,364
| -39% | -$353K | 0.1% | 116 |
|
2023
Q2 | $937K | Sell |
8,611
-505
| -6% | -$55K | 0.17% | 88 |
|
2023
Q1 | $846K | Buy |
9,116
+1,953
| +27% | +$181K | 0.13% | 82 |
|
2022
Q4 | $534K | Buy |
+7,163
| New | +$534K | 0.09% | 102 |
|