GeoWealth 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
Q2 | $1.59M | Sell |
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|
2025
Q1 | $1.47M | Buy |
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|
2024
Q4 | $1.61M | Sell |
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|
2024
Q3 | $1.6M | Buy |
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|
2024
Q2 | $1.43M | Buy |
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|
2024
Q1 | $1.28M | Sell |
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|
2023
Q4 | $1.52M | Buy |
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|
2023
Q3 | $1.25M | Sell |
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|
2023
Q2 | $1.33M | Buy |
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|
2023
Q1 | $1.08M | Sell |
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|
2022
Q4 | $1.65M | Sell |
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|
2022
Q3 | $4.2M | Buy |
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|
2022
Q2 | $3.52M | Buy |
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|
2022
Q1 | $3.48M | Buy |
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|
2021
Q4 | $2.5M | Sell |
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|
2021
Q3 | $9.13M | Buy |
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|
2021
Q2 | $2.13M | Buy |
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|
2021
Q1 | $1.8M | Sell |
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|
2020
Q4 | $1.8M | Buy |
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