GF
Gries Financial’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Sell |
61,116
-3,618
| -6% | -$627K | 1.93% | 9 |
|
|
2025
Q1 | $9.09M | Sell |
64,734
-12,137
| -16% | -$1.7M | 1.76% | 9 |
|
|
2024
Q4 | $12.3M | Sell |
76,871
-2,217
| -3% | -$354K | 2.18% | 9 |
|
|
2024
Q3 | $12M | Buy |
79,088
+2,046
| +3% | +$310K | 2.24% | 8 |
|
|
2024
Q2 | $11.6M | Sell |
77,042
-4,528
| -6% | -$681K | 2.38% | 7 |
|
|
2024
Q1 | $11M | Buy |
81,570
+171
| +0.2% | +$23.1K | 1.84% | 9 |
|
|
2023
Q4 | $9.99M | Buy |
81,399
+27,505
| +51% | +$3.38M | 2.2% | 8 |
|
|
2023
Q3 | $5.65M | Sell |
53,894
-35,790
| -40% | -$3.76M | 1.52% | 11 |
|
|
2023
Q2 | $9.76M | Buy |
89,684
+7,816
| +10% | +$851K | 2.69% | 7 |
|
|
2023
Q1 | $7.6M | Buy |
81,868
+14,024
| +21% | +$1.3M | 2.25% | 8 |
|
|
2022
Q4 | $5.05M | Buy |
+67,844
| New | +$5.05M | 1.68% | 6 |
|