CRWM
IYW icon

Castle Rock Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Castle Rock Wealth Management’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.74M Sell
11,002
-244
-2% -$56K 0.54% 54
2026
Q1 		$2.08M Buy
11,246
+257
+2% +$49.7K 0.45% 63
2025
Q4 		$2.12M Buy
10,989
+282
+3% +$56.4K 0.46% 62
2025
Q3 		$2.12M Buy
10,707
+377
+4% +$69K 0.47% 62
2025
Q2 		$1.86M Sell
10,330
-2,374
-19% -$360K 0.43% 63
2025
Q1 		$1.8M Sell
12,704
-235
-2% -$36.6K 0.48% 53
2024
Q4 		$2.15M Buy
12,939
+363
+3% +$57.4K 0.51% 50
2024
Q3 		$1.91M Buy
12,576
+617
+5% +$90.7K 0.46% 58
2024
Q2 		$1.82M Buy
11,959
+539
+5% +$74.5K 0.45% 54
2024
Q1 		$1.45M Buy
11,420
+995
+10% +$130K 0.4% 78
2023
Q4 		$1.22M Sell
10,425
-188
-2% -$21.3K 0.37% 74
2023
Q3 		$1.14M Buy
10,613
+82
+0.8% +$8.92K 0.38% 67
2023
Q2 		$1.14M Sell
10,531
-2,194
-17% -$215K 0.39% 61
2023
Q1 		$1.18M Sell
12,725
-1,668
-12% -$140K 0.42% 51
2022
Q4 		$1.19M Buy
14,393
+6,183
+75% +$473K 0.53% 44
2022
Q3 		$592K Buy
8,210
+29
+0.4% +$2.46K 0.3% 89
2022
Q2 		$690K Buy
+8,181
New +$724K 0.35% 77
2018
Q3 		– Sell
-5,976
Closed -$266K – 125
2018
Q2 		$266K Sell
5,976
-3,812
-39% -$169K 0.36% 96
2018
Q1 		$412K Buy
9,788
+2,168
+28% +$93.4K 0.68% 49
2017
Q4 		$310K Buy
+7,620
New +$305K 0.6% 64

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RW
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FCFC
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FTS
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PFA
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FF
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PFS
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PCTC
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MBTD
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