GC
Grimes & Company’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $914K | Buy |
+5,273
| New | +$914K | 0.02% | 217 |
|
|
2023
Q2 | – | Sell |
-5,477
| Closed | -$508K | – | 320 |
|
|
2023
Q1 | $508K | Sell |
5,477
-60,383
| -92% | -$5.6M | 0.02% | 201 |
|
|
2022
Q4 | $4.91M | Buy |
65,860
+61,156
| +1,300% | +$4.56M | 0.21% | 89 |
|
|
2022
Q3 | $345K | Sell |
4,704
-148
| -3% | -$10.9K | 0.02% | 207 |
|
|
2022
Q2 | $388K | Sell |
4,852
-626
| -11% | -$50.1K | 0.02% | 204 |
|
|
2022
Q1 | $564K | Sell |
5,478
-50,520
| -90% | -$5.2M | 0.03% | 191 |
|
|
2021
Q4 | $6.43M | Sell |
55,998
-111,543
| -67% | -$12.8M | 0.29% | 77 |
|
|
2021
Q3 | $17M | Sell |
167,541
-5,284
| -3% | -$535K | 0.74% | 31 |
|
|
2021
Q2 | $17.2M | Sell |
172,825
-4,606
| -3% | -$458K | 0.75% | 30 |
|
|
2021
Q1 | $15.6M | Sell |
177,431
-9,432
| -5% | -$827K | 0.75% | 31 |
|
|
2020
Q4 | $15.9M | Buy |
186,863
+137,129
| +276% | +$11.7M | 0.83% | 27 |
|
|
2020
Q3 | $15M | Sell |
49,734
-3,006
| -6% | -$905K | 0.96% | 23 |
|
|
2020
Q2 | $14.2M | Sell |
52,740
-21,594
| -29% | -$5.83M | 0.99% | 25 |
|
|
2020
Q1 | $15.2M | Sell |
74,334
-4,822
| -6% | -$986K | 1.39% | 12 |
|
|
2019
Q4 | $18.4M | Sell |
79,156
-3,274
| -4% | -$762K | 1.21% | 22 |
|
|
2019
Q3 | $16.8M | Sell |
82,430
-7,278
| -8% | -$1.49M | 1.2% | 19 |
|
|
2019
Q2 | $17.8M | Buy |
89,708
+3,984
| +5% | +$788K | 1.35% | 16 |
|
|
2019
Q1 | $16.3M | Buy |
85,724
+74,449
| +660% | +$14.2M | 1.28% | 21 |
|
|
2018
Q4 | $1.8M | Sell |
11,275
-61,320
| -84% | -$9.81M | 0.18% | 84 |
|
|
2018
Q3 | $14.1M | Buy |
72,595
+8,907
| +14% | +$1.73M | 1.13% | 19 |
|
|
2018
Q2 | $11.4M | Sell |
63,688
-59,978
| -48% | -$10.7M | 1% | 22 |
|
|
2018
Q1 | $20.8M | Buy |
123,666
+8,351
| +7% | +$1.4M | 2.02% | 13 |
|
|
2017
Q4 | $18.8M | Buy |
115,315
+4,502
| +4% | +$733K | 1.81% | 15 |
|
|
2017
Q3 | $16.6M | Buy |
110,813
+7,523
| +7% | +$1.13M | 1.77% | 13 |
|
|
2017
Q2 | $14.4M | Buy |
103,290
+9,087
| +10% | +$1.27M | 1.61% | 14 |
|
|
2017
Q1 | $12.7M | Buy |
94,203
+16,532
| +21% | +$2.23M | 1.39% | 15 |
|
|
2016
Q4 | $9.34M | Buy |
77,671
+7,110
| +10% | +$855K | 1.08% | 18 |
|
|
2016
Q3 | $8.4M | Buy |
+70,561
| New | +$8.4M | 1.12% | 17 |
|