Castle Rock 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 | $2.12M | Buy |
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|
2025
Q2 | $1.86M | Sell |
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|
2025
Q1 | $1.8M | Sell |
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|
2024
Q4 | $2.15M | Buy |
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|
2024
Q3 | $1.91M | Buy |
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|
2024
Q2 | $1.82M | Buy |
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|
2024
Q1 | $1.45M | Buy |
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|
2023
Q4 | $1.22M | Sell |
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|
2023
Q3 | $1.14M | Buy |
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|
2023
Q2 | $1.14M | Sell |
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|
2023
Q1 | $1.18M | Sell |
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|
2022
Q4 | $1.19M | Buy |
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|
2022
Q3 | $592K | Buy |
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|
2022
Q2 | $690K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $266K | Sell |
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|
2018
Q1 | $412K | Buy |
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|
2017
Q4 | $310K | Buy |
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