GGM Wealth Advisors’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
Q1 | $510K | Sell |
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|
2024
Q4 | $581K | Sell |
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|
2024
Q3 | $553K | Hold |
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|
2024
Q2 | $549K | Hold |
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|
2024
Q1 | $490K | Buy |
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|
2023
Q4 | $472K | Hold |
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|
2023
Q3 | $383K | Hold |
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|
2023
Q2 | $394K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $271K | Hold |
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|
2022
Q3 | $287K | Hold |
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|
2022
Q2 | $296K | Hold |
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|
2022
Q1 | $352K | Hold |
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|
2021
Q4 | $401K | Hold |
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|
2021
Q3 | $393K | Hold |
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|
2021
Q2 | $364K | Hold |
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|
2021
Q1 | $339K | Sell |
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|
2020
Q4 | $474K | Buy |
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