Center for Financial Planning’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 | $467K | Hold |
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|
2025
Q2 | $413K | Hold |
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|
2025
Q1 | $335K | Sell |
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|
2024
Q4 | $416K | Buy |
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|
2024
Q3 | $318K | Hold |
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|
2024
Q2 | $316K | Hold |
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|
2024
Q1 | $284K | Hold |
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|
2023
Q4 | $258K | Hold |
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|
2023
Q3 | $220K | Hold |
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|
2023
Q2 | $229K | Buy |
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|
2023
Q1 | $180K | Hold |
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|
2022
Q4 | $145K | Hold |
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|
2022
Q3 | $143K | Hold |
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|
2022
Q2 | $155K | Hold |
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|
2022
Q1 | $200K | Hold |
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|
2021
Q4 | $223K | Hold |
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|
2021
Q3 | $197K | Hold |
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|
2021
Q2 | $193K | Hold |
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|
2021
Q1 | $170K | Hold |
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|
2020
Q4 | $165K | Hold |
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|
2020
Q3 | $146K | Hold |
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|
2020
Q2 | $131K | Hold |
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|
2020
Q1 | $99K | Hold |
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|
2019
Q4 | $113K | Buy |
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