GJWM
Gilliland Jeter Wealth 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 | $3.99M | Buy |
23,014
+828
| +4% | +$143K | 1.3% | 15 |
|
|
2025
Q1 | $3.12M | Sell |
22,186
-1,900
| -8% | -$267K | 1.1% | 21 |
|
|
2024
Q4 | $3.84M | Sell |
24,086
-266
| -1% | -$42.4K | 1.3% | 14 |
|
|
2024
Q3 | $3.69M | Sell |
24,352
-602
| -2% | -$91.3K | 1.19% | 17 |
|
|
2024
Q2 | $3.76M | Buy |
24,954
+50
| +0.2% | +$7.53K | 1.27% | 16 |
|
|
2024
Q1 | $3.36M | Buy |
24,904
+251
| +1% | +$33.9K | 1.17% | 19 |
|
|
2023
Q4 | $3.03M | Buy |
+24,653
| New | +$3.03M | 1.25% | 18 |
|