GM
GeoWealth Management’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Sell |
9,170
-1,307
| -12% | -$226K | 0.06% | 182 |
|
|
2025
Q1 | $1.47M | Buy |
10,477
+396
| +4% | +$55.6K | 0.06% | 200 |
|
|
2024
Q4 | $1.61M | Sell |
10,081
-470
| -4% | -$75K | 0.05% | 207 |
|
|
2024
Q3 | $1.6M | Buy |
10,551
+1,047
| +11% | +$159K | 0.06% | 216 |
|
|
2024
Q2 | $1.43M | Buy |
9,504
+39
| +0.4% | +$5.87K | 0.06% | 208 |
|
|
2024
Q1 | $1.28M | Sell |
9,465
-2,940
| -24% | -$397K | 0.05% | 246 |
|
|
2023
Q4 | $1.52M | Buy |
12,405
+484
| +4% | +$59.4K | 0.13% | 158 |
|
|
2023
Q3 | $1.25M | Sell |
11,921
-256
| -2% | -$26.9K | 0.14% | 124 |
|
|
2023
Q2 | $1.33M | Buy |
12,177
+562
| +5% | +$61.2K | 0.14% | 106 |
|
|
2023
Q1 | $1.08M | Sell |
11,615
-10,533
| -48% | -$978K | 0.13% | 93 |
|
|
2022
Q4 | $1.65M | Sell |
22,148
-35,029
| -61% | -$2.61M | 0.17% | 88 |
|
|
2022
Q3 | $4.2M | Buy |
57,177
+13,199
| +30% | +$968K | 0.46% | 47 |
|
|
2022
Q2 | $3.52M | Buy |
43,978
+10,230
| +30% | +$818K | 0.47% | 54 |
|
|
2022
Q1 | $3.48M | Buy |
33,748
+12,001
| +55% | +$1.24M | 0.31% | 80 |
|
|
2021
Q4 | $2.5M | Sell |
21,747
-68,465
| -76% | -$7.86M | 0.2% | 93 |
|
|
2021
Q3 | $9.14M | Buy |
90,212
+68,835
| +322% | +$6.97M | 0.75% | 38 |
|
|
2021
Q2 | $2.13M | Buy |
21,377
+810
| +4% | +$80.5K | 0.27% | 77 |
|
|
2021
Q1 | $1.8M | Sell |
20,567
-637
| -3% | -$55.9K | 0.28% | 69 |
|
|
2020
Q4 | $1.8M | Buy |
+21,204
| New | +$1.8M | 0.29% | 85 |
|