HGWM
Horst & Graben Wealth Management’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14M | Sell |
80,737
-3,886
| -5% | -$673K | 2.32% | 14 |
|
|
2025
Q1 | $11.9M | Buy |
84,623
+536
| +0.6% | +$75.3K | 2.13% | 13 |
|
|
2024
Q4 | $13.4M | Sell |
84,087
-5,907
| -7% | -$942K | 2.39% | 14 |
|
|
2024
Q3 | $13.6M | Sell |
89,994
-2,238
| -2% | -$339K | 2.45% | 14 |
|
|
2024
Q2 | $13.9M | Sell |
92,232
-1,979
| -2% | -$298K | 2.65% | 11 |
|
|
2024
Q1 | $12.7M | Sell |
94,211
-544
| -0.6% | -$73.5K | 2.59% | 13 |
|
|
2023
Q4 | $11.6M | Buy |
94,755
+24,710
| +35% | +$3.03M | 2.56% | 12 |
|
|
2023
Q3 | $7.35M | Sell |
70,045
-62,688
| -47% | -$6.58M | 1.81% | 14 |
|
|
2023
Q2 | $14.5M | Buy |
132,733
+7,339
| +6% | +$799K | 3.45% | 10 |
|
|
2023
Q1 | $11.6M | Buy |
125,394
+60,467
| +93% | +$5.61M | 2.89% | 13 |
|
|
2022
Q4 | $4.84M | Buy |
+64,927
| New | +$4.84M | 1.27% | 17 |
|
|
2022
Q2 | – | Sell |
-35,268
| Closed | -$3.63M | – | 138 |
|
|
2022
Q1 | $3.63M | Sell |
35,268
-7,022
| -17% | -$724K | 0.89% | 24 |
|
|
2021
Q4 | $4.86M | Sell |
42,290
-7,871
| -16% | -$904K | 1.21% | 22 |
|
|
2021
Q3 | $5.08M | Buy |
+50,161
| New | +$5.08M | 1.4% | 20 |
|