Geneos Wealth Management’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 | $4.42M | Buy |
|
|||||
|
2025
Q2 | $3.9M | Sell |
|
|||||
|
2025
Q1 | $4.68M | Buy |
|
|||||
|
2024
Q4 | $1.61M | Buy |
|
|||||
|
2024
Q3 | $1.52M | Buy |
|
|||||
|
2024
Q2 | $1.48M | Buy |
|
|||||
|
2024
Q1 | $1.32M | Sell |
|
|||||
|
2023
Q4 | $1.22M | Sell |
|
|||||
|
2023
Q3 | $1.09M | Buy |
|
|||||
|
2023
Q2 | $1.09M | Buy |
|
|||||
|
2023
Q1 | $892K | Sell |
|
|||||
|
2022
Q4 | $802K | Hold |
|
|||||
|
2022
Q3 | $789K | Sell |
|
|||||
|
2022
Q2 | $1.11M | Sell |
|
|||||
|
2022
Q1 | $1.48M | Sell |
|
|||||
|
2021
Q4 | $2.3M | Sell |
|
|||||
|
2021
Q3 | $2.06M | Sell |
|
|||||
|
2021
Q2 | $2.09M | Sell |
|
|||||
|
2021
Q1 | $1.99M | Sell |
|
|||||
|
2020
Q4 | $1.9M | Sell |
|
|||||
|
2020
Q3 | $1.81M | Buy |
|
|||||
|
2020
Q2 | $1.55M | Buy |
|
|||||
|
2020
Q1 | $1.03M | Buy |
|
|||||
|
2019
Q4 | $1.13M | Buy |
|
|||||
|
2019
Q3 | $968K | Sell |
|
|||||
|
2019
Q2 | $977K | Sell |
|
|||||
|
2019
Q1 | $955K | Sell |
|
|||||
|
2018
Q4 | $849K | Sell |
|
|||||
|
2018
Q3 | $1.06M | Buy |
|
|||||
|
2018
Q2 | $941K | Sell |
|
|||||
|
2018
Q1 | $908K | Sell |
|
|||||
|
2017
Q4 | $1.73M | Buy |
|
|||||
|
2017
Q3 | $721K | Buy |
|
|||||
|
2017
Q2 | $648K | Buy |
|
|||||
|
2017
Q1 | $607K | Sell |
|
|||||
|
2016
Q4 | $1.28M | Buy |
|
|||||
|
2016
Q3 | $1.15M | Buy |
|
|||||
|
2016
Q2 | $497K | Hold |
|
|||||
|
2016
Q1 | $516K | Buy |
|