CAGAS
Capital Advisory Group Advisory Services’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.18M | Sell |
18,344
-215
| -1% | -$37.3K | 1.14% | 23 |
|
|
2025
Q1 | $2.61M | Sell |
18,559
-492
| -3% | -$69.1K | 0.99% | 31 |
|
|
2024
Q4 | $3.04M | Buy |
19,051
+1,730
| +10% | +$276K | 1.09% | 25 |
|
|
2024
Q3 | $2.63M | Buy |
17,321
+376
| +2% | +$57K | 1.04% | 29 |
|
|
2024
Q2 | $2.55M | Buy |
16,945
+716
| +4% | +$108K | 1.09% | 25 |
|
|
2024
Q1 | $2.19M | Buy |
16,229
+54
| +0.3% | +$7.29K | 1.04% | 28 |
|
|
2023
Q4 | $1.99M | Sell |
16,175
-642
| -4% | -$78.8K | 1.06% | 28 |
|
|
2023
Q3 | $1.76M | Sell |
16,817
-1,051
| -6% | -$110K | 1% | 30 |
|
|
2023
Q2 | $1.95M | Sell |
17,868
-333
| -2% | -$36.2K | 1.39% | 23 |
|
|
2023
Q1 | $1.69M | Sell |
18,201
-98
| -0.5% | -$9.1K | 1.02% | 28 |
|
|
2022
Q4 | $1.36M | Sell |
18,299
-9,032
| -33% | -$673K | 0.93% | 34 |
|
|
2022
Q3 | $2.01M | Sell |
27,331
-3,401
| -11% | -$249K | 1.39% | 20 |
|
|
2022
Q2 | $2.67M | Sell |
30,732
-1,629
| -5% | -$141K | 1.59% | 15 |
|
|
2022
Q1 | $3.33M | Buy |
+32,361
| New | +$3.33M | 1.55% | 14 |
|
|
2021
Q4 | – | Sell |
-31,565
| Closed | -$3.2M | – | 331 |
|
|
2021
Q3 | $3.2M | Sell |
31,565
-2,395
| -7% | -$242K | 1.16% | 22 |
|
|
2021
Q2 | $3.38M | Buy |
33,960
+2,655
| +8% | +$264K | 1.23% | 19 |
|
|
2021
Q1 | $2.75M | Buy |
31,305
+9,004
| +40% | +$790K | 1.07% | 24 |
|
|
2020
Q4 | $1.9M | Buy |
22,301
+18,228
| +448% | +$1.55M | 0.8% | 32 |
|
|
2020
Q3 | $1.23M | Buy |
4,073
+593
| +17% | +$178K | 0.64% | 38 |
|
|
2020
Q2 | $939K | Buy |
+3,480
| New | +$939K | 0.52% | 41 |
|