GCA
Gradient Capital Advisors’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Hold |
1,760
| – | – | 0.09% | 129 |
|
|
2025
Q1 | $247K | Hold |
1,760
| – | – | 0.08% | 138 |
|
|
2024
Q4 | $281K | Hold |
1,760
| – | – | 0.09% | 127 |
|
|
2024
Q3 | $267K | Hold |
1,760
| – | – | 0.09% | 130 |
|
|
2024
Q2 | $265K | Hold |
1,760
| – | – | 0.09% | 128 |
|
|
2024
Q1 | $238K | Hold |
1,760
| – | – | 0.09% | 133 |
|
|
2023
Q4 | $216K | Buy |
+1,760
| New | +$216K | 0.08% | 136 |
|
|
2022
Q1 | – | Sell |
-1,760
| Closed | -$202K | – | 126 |
|
|
2021
Q4 | $202K | Buy |
+1,760
| New | +$202K | 0.08% | 119 |
|