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JGP Wealth Management’s iShares US Technology ETF IYW Stock Holding History

JGP Wealth Management’s Portfolio IYW Stock Details IYW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$203K Buy
+1,171
New +$203K 0.02% 196
2025
Q1 		– Sell
-1,293
Closed -$206K – 190
2024
Q4 		$206K Buy
+1,293
New +$206K 0.03% 177