Cassaday & Co Wealth Management’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
Q3
$1.17M Buy
2025
Q2
$988K Buy
2025
Q1
$772K Hold
2024
Q4
$877K Hold
2024
Q3
$834K Hold
2024
Q2
$828K Hold
2024
Q1
$743K Buy
2023
Q4
$626K Hold
2023
Q3
$535K Hold
2023
Q2
$555K Hold
2023
Q1
$473K Sell
2022
Q4
$428K Buy