GFPC
Global Financial Private Client’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Sell |
11,095
-29
| -0.3% | -$5.03K | 0.72% | 33 |
|
|
2025
Q1 | $1.56M | Buy |
11,124
+7
| +0.1% | +$983 | 0.6% | 43 |
|
|
2024
Q4 | $1.77M | Sell |
11,117
-88
| -0.8% | -$14K | 0.67% | 38 |
|
|
2024
Q3 | $1.7M | Sell |
11,205
-106
| -0.9% | -$16.1K | 0.66% | 31 |
|
|
2024
Q2 | $1.7M | Buy |
11,311
+1
| +0% | +$151 | 0.71% | 29 |
|
|
2024
Q1 | $1.53M | Buy |
11,310
+65
| +0.6% | +$8.81K | 0.66% | 33 |
|
|
2023
Q4 | $1.38M | Buy |
11,245
+247
| +2% | +$30.3K | 0.65% | 31 |
|
|
2023
Q3 | $1.17M | Sell |
10,998
-802
| -7% | -$85.2K | 0.6% | 41 |
|
|
2023
Q2 | $1.28M | Buy |
11,800
+634
| +6% | +$68.9K | 0.63% | 41 |
|
|
2023
Q1 | $1.04M | Sell |
11,166
-246
| -2% | -$22.8K | 0.53% | 49 |
|
|
2022
Q4 | $850K | Buy |
11,412
+932
| +9% | +$69.4K | 0.48% | 49 |
|
|
2022
Q3 | $793K | Hold |
10,480
| – | – | 0.46% | 57 |
|
|
2022
Q2 | $838K | Sell |
10,480
-34
| -0.3% | -$2.72K | 0.47% | 55 |
|
|
2022
Q1 | $1.08M | Hold |
10,514
| – | – | 0.52% | 46 |
|
|
2021
Q4 | $1.21M | Hold |
10,514
| – | – | 0.58% | 42 |
|
|
2021
Q3 | $1.08M | Sell |
10,514
-10
| -0.1% | -$1.03K | 0.55% | 44 |
|
|
2021
Q2 | $1.05M | Hold |
10,524
| – | – | 0.58% | 40 |
|
|
2021
Q1 | $944K | Hold |
10,524
| – | – | 0.68% | 31 |
|
|
2020
Q4 | $895K | Buy |
10,524
+7,893
| +300% | +$672K | 0.71% | 29 |
|
|
2020
Q3 | $803K | Hold |
2,631
| – | – | 0.7% | 34 |
|
|
2020
Q2 | $713K | Hold |
2,631
| – | – | 0.62% | 39 |
|
|
2020
Q1 | $513K | Hold |
2,631
| – | – | 0.54% | 44 |
|
|
2019
Q4 | $612K | Buy |
+2,631
| New | +$612K | 0.51% | 48 |
|