GWANC
Guardian Wealth Advisors (North Carolina)’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $397K | Sell |
2,290
-505
| -18% | -$87.5K | 0.03% | 225 |
|
|
2025
Q1 | $392K | Buy |
2,795
+990
| +55% | +$139K | 0.03% | 212 |
|
|
2024
Q4 | $288K | Buy |
+1,805
| New | +$288K | 0.02% | 256 |
|
|
2024
Q2 | – | Sell |
-924
| Closed | -$125K | – | 453 |
|
|
2024
Q1 | $125K | Hold |
924
| – | – | 0.02% | 278 |
|
|
2023
Q4 | $113K | Hold |
924
| – | – | 0.02% | 263 |
|
|
2023
Q3 | $97K | Sell |
924
-38
| -4% | -$3.99K | 0.02% | 262 |
|
|
2023
Q2 | $105K | Hold |
962
| – | – | 0.02% | 247 |
|
|
2023
Q1 | $89.3K | Hold |
962
| – | – | 0.02% | 239 |
|
|
2022
Q4 | $71.7K | Buy |
962
+38
| +4% | +$2.83K | 0.01% | 236 |
|
|
2022
Q3 | $68K | Hold |
924
| – | – | 0.01% | 224 |
|
|
2022
Q2 | $74K | Buy |
+924
| New | +$74K | 0.01% | 216 |
|