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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$36.1K Buy
2025
Q3
$22.9K Sell
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