HKIMG
Hutchens & Kramer Investment 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 | $572K | Sell |
3,336
-678
| -17% | -$116K | 0.26% | 68 |
|
2025
Q1 | $564K | Sell |
4,014
-306
| -7% | -$43K | 0.31% | 61 |
|
2024
Q4 | $689K | Sell |
4,320
-122
| -3% | -$19.5K | 0.37% | 52 |
|
2024
Q3 | $658K | Buy |
4,442
+879
| +25% | +$130K | 0.37% | 56 |
|
2024
Q2 | $542K | Buy |
3,563
+465
| +15% | +$70.7K | 0.3% | 59 |
|
2024
Q1 | $420K | Buy |
+3,098
| New | +$420K | 0.25% | 67 |
|
2023
Q3 | – | Sell |
-1,907
| Closed | -$208K | – | 122 |
|
2023
Q2 | $208K | Buy |
+1,907
| New | +$208K | 0.17% | 114 |
|