GGM Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

GGM Wealth Advisors’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$510K	Sell	3,588 -56	-2%	-$8.72K	0.28%	73
2024 Q4	$581K	Sell	3,644 -4	-0.1%	-$633	0.3%	66
2024 Q3	$553K	Hold	3,648	–	–	0.24%	75
2024 Q2	$549K	Hold	3,648	–	–	0.25%	71
2024 Q1	$490K	Buy	3,648 +4	+0.1%	+$521	0.23%	77
2023 Q4	$472K	Hold	3,644	–	–	0.2%	88
2023 Q3	$383K	Hold	3,644	–	–	0.17%	89
2023 Q2	$394K	Buy	+3,644	New	+$358K	0.16%	90
2023 Q1	–	Sell	-3,644	Closed	-$271K	–	98
2022 Q4	$271K	Hold	3,644	–	–	0.14%	104
2022 Q3	$287K	Hold	3,644	–	–	0.16%	104
2022 Q2	$296K	Hold	3,644	–	–	0.17%	105
2022 Q1	$352K	Hold	3,644	–	–	0.18%	98
2021 Q4	$401K	Hold	3,644	–	–	0.32%	63
2021 Q3	$393K	Hold	3,644	–	–	0.31%	61
2021 Q2	$364K	Hold	3,644	–	–	0.31%	60
2021 Q1	$339K	Sell	3,644 -1,909	-34%	-$167K	0.27%	62
2020 Q4	$474K	Buy	+5,553	New	+$444K	0.47%	38

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

GGM Wealth Advisors's IYW Position: Q1 2025 in Review

GGM Wealth Advisors reduced its iShares US Technology ETF (IYW) stake by 1.5% in Q1 2025, selling an estimated $8.72K and leaving 3,588 shares worth $510K. The position accounts for 0.28% of the portfolio, ranked #73.

GGM Wealth Advisors first reported a position in IYW in Q4 2020 and has held it in 17 quarters since. The position peaked at $581K in Q4 2024. 1,095 funds tracked by Wall St. Rank hold IYW as of Q1 2025.

GGM Wealth Advisors held 3,588 shares of iShares US Technology ETF worth $510K as of Q1 2025.
GGM Wealth Advisors sold 56 iShares US Technology ETF shares in Q1 2025, an estimated $8.72K.
iShares US Technology ETF made up 0.28% of GGM Wealth Advisors's portfolio in Q1 2025, its #73 holding.
GGM Wealth Advisors first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 17 quarters since.
GGM Wealth Advisors's iShares US Technology ETF position peaked at $581K in Q4 2024.
1,095 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.