CD
Chapin Davis’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $991K | Buy |
5,719
+1
| +0% | +$173 | 0.27% | 78 |
|
|
2025
Q1 | $803K | Hold |
5,718
| – | – | 0.27% | 82 |
|
|
2024
Q4 | $867K | Hold |
5,718
| – | – | 0.28% | 85 |
|
|
2024
Q3 | $867K | Hold |
5,718
| – | – | 0.28% | 86 |
|
|
2024
Q2 | $861K | Sell |
5,718
-94
| -2% | -$14.1K | 0.29% | 78 |
|
|
2024
Q1 | $785K | Hold |
5,812
| – | – | 0.29% | 89 |
|
|
2023
Q4 | $713K | Buy |
5,812
+1
| +0% | +$123 | 0.3% | 84 |
|
|
2023
Q3 | $610K | Sell |
5,811
-27
| -0.5% | -$2.83K | 0.29% | 84 |
|
|
2023
Q2 | $636K | Buy |
5,838
+10
| +0.2% | +$1.09K | 0.3% | 90 |
|
|
2023
Q1 | $541K | Buy |
5,828
+1
| +0% | +$93 | 0.28% | 100 |
|
|
2022
Q4 | $434K | Buy |
+5,827
| New | +$434K | 0.25% | 103 |
|