MGIA
Moneta Group Investment Advisors’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
7,157
-43
| -0.6% | -$7.45K | 0.01% | 279 |
|
|
2025
Q1 | $1.01M | Buy |
7,200
+2,211
| +44% | +$311K | 0.01% | 290 |
|
|
2024
Q4 | $796K | Sell |
4,989
-100
| -2% | -$16K | 0.01% | 313 |
|
|
2024
Q3 | $772K | Buy |
5,089
+1,832
| +56% | +$278K | 0.01% | 318 |
|
|
2024
Q2 | $490K | Buy |
3,257
+937
| +40% | +$141K | 0.01% | 394 |
|
|
2024
Q1 | $313K | Buy |
2,320
+208
| +10% | +$28.1K | 0.01% | 472 |
|
|
2023
Q4 | $259K | Buy |
2,112
+100
| +5% | +$12.3K | 0.01% | 475 |
|
|
2023
Q3 | $211K | Buy |
2,012
+35
| +2% | +$3.67K | ﹤0.01% | 482 |
|
|
2023
Q2 | $215K | Buy |
+1,977
| New | +$215K | ﹤0.01% | 492 |
|
|
2022
Q2 | – | Sell |
-2,135
| Closed | -$220K | – | 486 |
|
|
2022
Q1 | $220K | Sell |
2,135
-1,235
| -37% | -$127K | 0.01% | 407 |
|
|
2021
Q4 | $387K | Buy |
+3,370
| New | +$387K | 0.02% | 336 |
|
|
2018
Q2 | – | Sell |
-125
| Closed | -$21K | – | 520 |
|
|
2018
Q1 | $21K | Buy |
+125
| New | +$21K | ﹤0.01% | 396 |
|