SFPG
Stonebridge Financial Planning 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 | $10.6M | Sell |
61,354
-1,775
| -3% | -$308K | 4.44% | 2 |
|
|
2025
Q1 | $8.87M | Sell |
63,129
-6,067
| -9% | -$852K | 4.05% | 2 |
|
|
2024
Q4 | $11M | Sell |
69,196
-3,432
| -5% | -$547K | 4.93% | 2 |
|
|
2024
Q3 | $11M | Sell |
72,628
-1,759
| -2% | -$267K | 5.25% | 2 |
|
|
2024
Q2 | $11.2M | Sell |
74,387
-1,543
| -2% | -$232K | 5.63% | 2 |
|
|
2024
Q1 | $10.3M | Sell |
75,930
-3,577
| -4% | -$483K | 5.42% | 2 |
|
|
2023
Q4 | $9.76M | Sell |
79,507
-4,894
| -6% | -$601K | 5.62% | 2 |
|
|
2023
Q3 | $8.86M | Sell |
84,401
-2,131
| -2% | -$224K | 5.68% | 2 |
|
|
2023
Q2 | $9.42M | Sell |
86,532
-1,685
| -2% | -$183K | 5.74% | 2 |
|
|
2023
Q1 | $8.19M | Sell |
88,217
-6,966
| -7% | -$647K | 5.28% | 2 |
|
|
2022
Q4 | $7.09M | Sell |
95,183
-1,894
| -2% | -$141K | 4.72% | 2 |
|
|
2022
Q3 | $7.12M | Sell |
97,077
-1,154
| -1% | -$84.7K | 4.98% | 2 |
|
|
2022
Q2 | $7.85M | Sell |
98,231
-9,807
| -9% | -$784K | 5.33% | 2 |
|
|
2022
Q1 | $11.1M | Buy |
108,038
+3,105
| +3% | +$320K | 6.23% | 2 |
|
|
2021
Q4 | $10.7M | Buy |
104,933
+1,324
| +1% | +$135K | 5.62% | 2 |
|
|
2021
Q3 | $11.6M | Buy |
103,609
+1,296
| +1% | +$145K | 5.66% | 2 |
|
|
2021
Q2 | $10.4M | Sell |
102,313
-390
| -0.4% | -$39.6K | 5.51% | 2 |
|
|
2021
Q1 | $9.6M | Sell |
102,703
-4,787
| -4% | -$448K | 5.61% | 2 |
|
|
2020
Q4 | $9.15M | Buy |
107,490
+81,580
| +315% | +$6.94M | 5.79% | 2 |
|
|
2020
Q3 | $8.18M | Buy |
25,910
+1,720
| +7% | +$543K | 5.88% | 2 |
|
|
2020
Q2 | $6.58M | Buy |
24,190
+924
| +4% | +$251K | 5.6% | 2 |
|
|
2020
Q1 | $5.02M | Buy |
23,266
+482
| +2% | +$104K | 5% | 2 |
|
|
2019
Q4 | $5.3M | Buy |
+22,784
| New | +$5.3M | 4.79% | 2 |
|