Gradient Capital Advisors’s iShares US Technology ETF IYW Stock Holding History

Gradient Capital Advisors’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$305K	Hold
2025 Q1	$247K	Hold
2024 Q4	$281K	Hold
2024 Q3	$267K	Hold
2024 Q2	$265K	Hold
2024 Q1	$238K	Hold
2023 Q4	$216K	Buy
2022 Q1	–	Sell
2021 Q4	$202K	Buy