Cassaday & Co Wealth Management’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 | $988K | Buy |
5,700
+200
| +4% | +$34.7K | 0.02% | 131 |
|
|
2025
Q1 | $772K | Hold |
5,500
| – | – | 0.02% | 145 |
|
|
2024
Q4 | $877K | Hold |
5,500
| – | – | 0.02% | 127 |
|
|
2024
Q3 | $834K | Hold |
5,500
| – | – | 0.02% | 130 |
|
|
2024
Q2 | $828K | Hold |
5,500
| – | – | 0.03% | 123 |
|
|
2024
Q1 | $743K | Buy |
5,500
+400
| +8% | +$54K | 0.02% | 138 |
|
|
2023
Q4 | $626K | Hold |
5,100
| – | – | 0.02% | 144 |
|
|
2023
Q3 | $535K | Hold |
5,100
| – | – | 0.02% | 138 |
|
|
2023
Q2 | $555K | Hold |
5,100
| – | – | 0.02% | 144 |
|
|
2023
Q1 | $473K | Sell |
5,100
-640
| -11% | -$59.4K | 0.02% | 156 |
|
|
2022
Q4 | $428K | Buy |
+5,740
| New | +$428K | 0.02% | 160 |
|