Cherry Tree Wealth Management’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 | $154K | Hold |
888
| – | – | 0.04% | 179 |
|
|
2025
Q1 | $125K | Hold |
888
| – | – | 0.03% | 194 |
|
|
2024
Q4 | $142K | Sell |
888
-315
| -26% | -$50.2K | 0.04% | 178 |
|
|
2024
Q3 | $182K | Hold |
1,203
| – | – | 0.04% | 166 |
|
|
2024
Q2 | $181K | Hold |
1,203
| – | – | 0.05% | 163 |
|
|
2024
Q1 | $162K | Hold |
1,203
| – | – | 0.04% | 171 |
|
|
2023
Q4 | $148K | Hold |
1,203
| – | – | 0.04% | 165 |
|
|
2023
Q3 | $126K | Hold |
1,203
| – | – | 0.04% | 171 |
|
|
2023
Q2 | $131K | Buy |
+1,203
| New | +$131K | 0.04% | 170 |
|