HCMG
Howard Capital Management Group’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.8M | Sell |
194,892
-1,850
| -0.9% | -$321K | 2.35% | 15 |
|
|
2025
Q1 | $27.6M | Sell |
196,742
-7,681
| -4% | -$1.08M | 2.15% | 20 |
|
|
2024
Q4 | $32.6M | Sell |
204,423
-4,497
| -2% | -$717K | 2.23% | 15 |
|
|
2024
Q3 | $31.7M | Buy |
208,920
+2,312
| +1% | +$351K | 2.22% | 17 |
|
|
2024
Q2 | $31.1M | Buy |
206,608
+2,315
| +1% | +$348K | 2.29% | 15 |
|
|
2024
Q1 | $27.6M | Sell |
204,293
-4,239
| -2% | -$573K | 2.13% | 23 |
|
|
2023
Q4 | $25.6M | Sell |
208,532
-5,738
| -3% | -$704K | 2.22% | 20 |
|
|
2023
Q3 | $22.5M | Buy |
214,270
+1,115
| +0.5% | +$117K | 2.17% | 21 |
|
|
2023
Q2 | $23.2M | Buy |
213,155
+736
| +0.3% | +$80.1K | 2.16% | 21 |
|
|
2023
Q1 | $19.7M | Buy |
212,419
+2,823
| +1% | +$262K | 2.09% | 25 |
|
|
2022
Q4 | $15.6M | Sell |
209,596
-937
| -0.4% | -$69.8K | 1.87% | 26 |
|
|
2022
Q3 | $15.4M | Sell |
210,533
-355
| -0.2% | -$26K | 1.95% | 25 |
|
|
2022
Q2 | $16.9M | Sell |
210,888
-276
| -0.1% | -$22.1K | 1.98% | 26 |
|
|
2022
Q1 | $21.8M | Buy |
211,164
+636
| +0.3% | +$65.5K | 1.98% | 25 |
|
|
2021
Q4 | $24.2M | Sell |
210,528
-2
| -0% | -$230 | 1.99% | 20 |
|
|
2021
Q3 | $21.3M | Sell |
210,530
-9
| -0% | -$911 | 1.97% | 24 |
|
|
2021
Q2 | $20.9M | Buy |
210,539
+2,238
| +1% | +$222K | 1.97% | 25 |
|
|
2021
Q1 | $18.3M | Buy |
+208,301
| New | +$18.3M | 1.91% | 27 |
|