Cardinal Strategic Wealth Guidance’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.81M | Sell |
21,994
-11,846
| -35% | -$2.05M | 1.1% | 15 |
|
|
2025
Q1 | $4.75M | Buy |
33,840
+4,159
| +14% | +$584K | 1.52% | 13 |
|
|
2024
Q4 | $4.73M | Sell |
29,681
-2,009
| -6% | -$320K | 1.51% | 12 |
|
|
2024
Q3 | $4.8M | Buy |
31,690
+1,456
| +5% | +$221K | 1.57% | 12 |
|
|
2024
Q2 | $4.55M | Sell |
30,234
-1,139
| -4% | -$171K | 1.64% | 13 |
|
|
2024
Q1 | $4.24M | Sell |
31,373
-1,847
| -6% | -$249K | 1.59% | 13 |
|
|
2023
Q4 | $4.08M | Buy |
33,220
+13,012
| +64% | +$1.6M | 1.62% | 12 |
|
|
2023
Q3 | $2.12M | Sell |
20,208
-27,147
| -57% | -$2.85M | 0.98% | 15 |
|
|
2023
Q2 | $5.15M | Sell |
47,355
-314
| -0.7% | -$34.2K | 2.29% | 10 |
|
|
2023
Q1 | $4.42M | Buy |
47,669
+23,335
| +96% | +$2.17M | 2.05% | 10 |
|
|
2022
Q4 | $1.81M | Buy |
+24,334
| New | +$1.81M | 0.87% | 24 |
|