MGB 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 | $170K | Sell |
984
-644
| -40% | -$112K | 0.06% | 224 |
|
|
2025
Q1 | $229K | Hold |
1,628
| – | – | 0.08% | 191 |
|
|
2024
Q4 | $260K | Hold |
1,628
| – | – | 0.08% | 170 |
|
|
2024
Q3 | $247K | Hold |
1,628
| – | – | 0.09% | 162 |
|
|
2024
Q2 | $252K | Hold |
1,628
| – | – | 0.09% | 169 |
|
|
2024
Q1 | $220K | Hold |
1,628
| – | – | 0.09% | 177 |
|
|
2023
Q4 | $201K | Buy |
+1,628
| New | +$201K | 0.1% | 176 |
|