Cape Investment Advisory’s iShares US Technology ETF IYW Stock Holding History

Cape Investment Advisory’s Portfolio IYW Stock Details IYW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$140K	Sell
2025 Q1	$141K	Buy
2024 Q4	$152K	Sell
2024 Q3	$167K	Buy
2024 Q2	$82.9K	Buy
2024 Q1	$69.2K	Sell
2023 Q4	$161K	Buy
2023 Q3	$63.8K	Sell
2023 Q2	$116K	Buy
2023 Q1	$87.8K	Buy