Central Valley Advisors’s iShares US Technology ETF IYW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$283K Hold
1,634
0.1% 117
2025
Q1
$229K Hold
1,634
0.09% 115
2024
Q4
$261K Hold
1,634
0.12% 121
2024
Q3
$248K Buy
+1,634
New +$248K 0.14% 115
2024
Q2
Sell
-1,786
Closed -$241K 165
2024
Q1
$241K Buy
+1,786
New +$241K 0.12% 129