GWA
GGM Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $510K | Sell |
3,588
-56
| -2% | -$7.96K | 0.28% | 73 |
|
|
2024
Q4 | $581K | Sell |
3,644
-4
| -0.1% | -$638 | 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% | +$538 | 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 | +$394K | 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% | -$178K | 0.27% | 62 |
|
|
2020
Q4 | $474K | Buy |
+5,553
| New | +$474K | 0.47% | 38 |
|