LGWM
Litman Gregory 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 | $580K | Hold |
3,346
| – | – | 0.05% | 86 |
|
|
2025
Q1 | $470K | Hold |
3,346
| – | – | 0.04% | 92 |
|
|
2024
Q4 | $534K | Hold |
3,346
| – | – | 0.05% | 79 |
|
|
2024
Q3 | $507K | Buy |
3,346
+634
| +23% | +$96.1K | 0.04% | 87 |
|
|
2024
Q2 | $408K | Hold |
2,712
| – | – | 0.04% | 97 |
|
|
2024
Q1 | $366K | Buy |
+2,712
| New | +$366K | 0.03% | 105 |
|