CSWM
Cassady Schiller Wealth Management’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $360K | Hold |
2,256
| – | – | 0.13% | 79 |
|
|
2024
Q3 | $342K | Hold |
2,256
| – | – | 0.13% | 84 |
|
|
2024
Q2 | $340K | Hold |
2,256
| – | – | 0.14% | 80 |
|
|
2024
Q1 | $305K | Hold |
2,256
| – | – | 0.14% | 88 |
|
|
2023
Q4 | $277K | Hold |
2,256
| – | – | 0.14% | 84 |
|
|
2023
Q3 | $237K | Buy |
2,256
+30
| +1% | +$3.15K | 0.13% | 89 |
|
|
2023
Q2 | $242K | Sell |
2,226
-140
| -6% | -$15.2K | 0.13% | 92 |
|
|
2023
Q1 | $220K | Hold |
2,366
| – | – | 0.1% | 97 |
|
|
2022
Q4 | $176K | Buy |
+2,366
| New | +$176K | 0.11% | 106 |
|
|
2022
Q2 | – | Sell |
-2,177
| Closed | -$224K | – | 111 |
|
|
2022
Q1 | $224K | Buy |
2,177
+1
| +0% | +$103 | 0.11% | 102 |
|
|
2021
Q4 | $250K | Buy |
+2,176
| New | +$250K | 0.15% | 87 |
|