GHP Investment Advisors’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $58K | Hold |
335
| – | – | ﹤0.01% | 504 |
|
2025
Q1 | $47K | Hold |
335
| – | – | ﹤0.01% | 509 |
|
2024
Q4 | $53.4K | Hold |
335
| – | – | ﹤0.01% | 499 |
|
2024
Q3 | $50.8K | Hold |
335
| – | – | ﹤0.01% | 511 |
|
2024
Q2 | $50.4K | Hold |
335
| – | – | ﹤0.01% | 503 |
|
2024
Q1 | $45.2K | Hold |
335
| – | – | ﹤0.01% | 506 |
|
2023
Q4 | $41.1K | Hold |
335
| – | – | ﹤0.01% | 507 |
|
2023
Q3 | $36.2K | Hold |
335
| – | – | ﹤0.01% | 532 |
|
2023
Q2 | $35.5K | Hold |
335
| – | – | ﹤0.01% | 528 |
|
2023
Q1 | $31.1K | Hold |
335
| – | – | ﹤0.01% | 546 |
|
2022
Q4 | $25K | Hold |
335
| – | – | ﹤0.01% | 559 |
|
2022
Q3 | $25K | Hold |
335
| – | – | ﹤0.01% | 551 |
|
2022
Q2 | $27K | Sell |
335
-65
| -16% | -$5.24K | ﹤0.01% | 541 |
|
2022
Q1 | $41K | Buy |
+400
| New | +$41K | ﹤0.01% | 528 |
|