Caldwell Trust’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $127K | Hold |
733
|
|
||||
|
2025
Q1 | $103K | Sell |
733
-50
|
|
||||
|
2024
Q4 | $125K | Buy |
783
+23
|
|
||||
|
2024
Q3 | $115K | Hold |
760
|
|
||||
|
2024
Q2 | $114K | Hold |
760
|
|
||||
|
2024
Q1 | $103K | Hold |
760
|
|
||||
|
2023
Q4 | $93.3K | Sell |
760
-1,000
|
|
||||
|
2023
Q3 | $185K | Sell |
1,760
-40
|
|
||||
|
2023
Q2 | $196K | Hold |
1,800
|
|
||||
|
2023
Q1 | $167K | Hold |
1,800
|
|
||||
|
2022
Q4 | $134K | Hold |
1,800
|
|
||||
|
2022
Q3 | $132K | Hold |
1,800
|
|
||||
|
2022
Q2 | $144K | Hold |
1,800
|
|
||||
|
2022
Q1 | $185K | Hold |
1,800
|
|
||||
|
2021
Q4 | $207K | Sell |
1,800
-260
|
|
||||
|
2021
Q3 | $209K | Hold |
2,060
|
|
||||
|
2021
Q2 | $205K | Hold |
2,060
|
|
||||
|
2021
Q1 | $181K | Hold |
2,060
|
|
||||
|
2020
Q4 | $175K | Hold |
2,060
|
|
||||
|
2020
Q3 | $155K | Buy |
2,060
+800
|
|
||||
|
2020
Q2 | $85K | Hold |
1,260
|
|
||||
|
2020
Q1 | $64.4K | Hold |
1,260
|
|
||||
|
2019
Q4 | $73.3K | Buy |
+1,260
|
|