CWA
Canvas Wealth 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 | $1.94M | Hold |
10,702
| – | – | 0.38% | 49 |
|
|
2025
Q1 | $1.4M | Hold |
10,702
| – | – | 0.36% | 53 |
|
|
2024
Q4 | $1.71M | Hold |
10,702
| – | – | 0.43% | 42 |
|
|
2024
Q3 | $1.62M | Hold |
10,702
| – | – | 0.45% | 40 |
|
|
2024
Q2 | $1.51M | Hold |
10,702
| – | – | 0.47% | 40 |
|
|
2024
Q1 | $1.38M | Hold |
10,702
| – | – | 0.47% | 42 |
|
|
2023
Q4 | $1.32M | Hold |
10,702
| – | – | 0.48% | 40 |
|
|
2023
Q3 | $1.12M | Hold |
10,702
| – | – | 0.46% | 39 |
|
|
2023
Q2 | $1.18M | Sell |
10,702
-62
| -0.6% | -$6.85K | 0.44% | 41 |
|
|
2023
Q1 | $994K | Sell |
10,764
-1,558
| -13% | -$144K | 0.42% | 42 |
|
|
2022
Q4 | $959K | Buy |
12,322
+62
| +0.5% | +$4.82K | 0.4% | 48 |
|
|
2022
Q3 | $933K | Sell |
12,260
-450
| -4% | -$34.2K | 0.4% | 49 |
|
|
2022
Q2 | $1.02M | Sell |
12,710
-212
| -2% | -$16.9K | 0.41% | 53 |
|
|
2022
Q1 | $1.18M | Sell |
12,922
-462
| -3% | -$42.3K | 0.43% | 56 |
|
|
2021
Q4 | $1.54M | Hold |
13,384
| – | – | 0.55% | 43 |
|
|
2021
Q3 | $1.36M | Hold |
13,384
| – | – | 0.55% | 43 |
|
|
2021
Q2 | $1.33M | Hold |
13,384
| – | – | 0.6% | 42 |
|
|
2021
Q1 | $1.25M | Buy |
+13,384
| New | +$1.25M | 0.73% | 36 |
|