Capital Advisory Group Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.18M | Sell |
|
|||||
|
2025
Q1 | $2.61M | Sell |
|
|||||
|
2024
Q4 | $3.04M | Buy |
|
|||||
|
2024
Q3 | $2.63M | Buy |
|
|||||
|
2024
Q2 | $2.55M | Buy |
|
|||||
|
2024
Q1 | $2.19M | Buy |
|
|||||
|
2023
Q4 | $1.99M | Sell |
|
|||||
|
2023
Q3 | $1.76M | Sell |
|
|||||
|
2023
Q2 | $1.95M | Sell |
|
|||||
|
2023
Q1 | $1.69M | Sell |
|
|||||
|
2022
Q4 | $1.36M | Sell |
|
|||||
|
2022
Q3 | $2M | Sell |
|
|||||
|
2022
Q2 | $2.67M | Sell |
|
|||||
|
2022
Q1 | $3.33M | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $3.2M | Sell |
|
|||||
|
2021
Q2 | $3.38M | Buy |
|
|||||
|
2021
Q1 | $2.75M | Buy |
|
|||||
|
2020
Q4 | $1.9M | Buy |
|
|||||
|
2020
Q3 | $1.23M | Buy |
|
|||||
|
2020
Q2 | $939K | Buy |
|