CIAS
CFS Investment Advisory Services’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16M | Sell |
92,053
-6,794
| -7% | -$1.18M | 1.31% | 19 |
|
|
2025
Q1 | $13.9M | Buy |
98,847
+439
| +0.4% | +$61.7K | 1.24% | 21 |
|
|
2024
Q4 | $15.7M | Sell |
98,408
-4,619
| -4% | -$737K | 1.41% | 18 |
|
|
2024
Q3 | $15.6M | Sell |
103,027
-3,786
| -4% | -$574K | 1.31% | 18 |
|
|
2024
Q2 | $16.1M | Buy |
+106,813
| New | +$16.1M | 1.3% | 18 |
|
|
2023
Q3 | – | Sell |
-146,424
| Closed | -$15.9M | – | 206 |
|
|
2023
Q2 | $15.9M | Buy |
+146,424
| New | +$15.9M | 2.04% | 9 |
|
|
2022
Q3 | – | Sell |
-10,563
| Closed | -$845K | – | 304 |
|
|
2022
Q2 | $845K | Sell |
10,563
-4,022,835
| -100% | -$322M | 0.13% | 137 |
|
|
2022
Q1 | $39K | Buy |
4,033,398
+3,994,664
| +10,313% | +$38.6K | 0.17% | 70 |
|
|
2021
Q4 | $4.08M | Sell |
38,734
-28,708
| -43% | -$3.02M | 0.55% | 36 |
|
|
2021
Q3 | $6.83M | Buy |
+67,442
| New | +$6.83M | 0.94% | 21 |
|
|
2020
Q4 | $221K | Buy |
+2,595
| New | +$221K | 0.04% | 170 |
|