CFA
Cahill Financial 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 | $12M | Buy |
69,212
+3,365
| +5% | +$583K | 1.49% | 18 |
|
|
2025
Q1 | $9.25M | Buy |
65,847
+3,947
| +6% | +$554K | 1.26% | 20 |
|
|
2024
Q4 | $9.87M | Buy |
61,900
+3,355
| +6% | +$535K | 1.34% | 19 |
|
|
2024
Q3 | $8.88M | Buy |
58,545
+21,821
| +59% | +$3.31M | 1.21% | 21 |
|
|
2024
Q2 | $5.53M | Buy |
36,724
+11,342
| +45% | +$1.71M | 0.76% | 26 |
|
|
2024
Q1 | $3.43M | Buy |
+25,382
| New | +$3.43M | 0.47% | 41 |
|