Chesapeake Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Chesapeake Wealth Management’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$612K	Sell	3,376 -28	-0.8%	-$5.41K	0.19%	99
2025 Q4	$680K	Sell	3,404 -15	-0.4%	-$3K	0.2%	94
2025 Q3	$670K	Sell	3,419 -50	-1%	-$9.15K	0.2%	95
2025 Q2	$601K	Sell	3,469 -80	-2%	-$12.1K	0.2%	103
2025 Q1	$498K	Sell	3,549 -34	-0.9%	-$5.3K	0.18%	107
2024 Q4	$572K	Sell	3,583 -29	-0.8%	-$4.59K	0.2%	102
2024 Q3	$548K	Sell	3,612 -32	-0.9%	-$4.71K	0.19%	101
2024 Q2	$548K	Sell	3,644 -411	-10%	-$56.8K	0.2%	97
2024 Q1	$548K	Sell	4,055 -178	-4%	-$23.2K	0.2%	96
2023 Q4	$520K	Sell	4,233 -106	-2%	-$12K	0.2%	98
2023 Q3	$455K	Sell	4,339 -240	-5%	-$26.1K	0.19%	101
2023 Q2	$499K	Sell	4,579 -79	-2%	-$7.76K	0.2%	97
2023 Q1	$432K	Sell	4,658 -74	-2%	-$6.21K	0.18%	106
2022 Q4	$352K	Sell	4,732 -60	-1%	-$4.59K	0.15%	118
2022 Q3	$352K	Buy	4,792 +1,190	+33%	+$101K	0.16%	118
2022 Q2	$288K	Sell	3,602 -64	-2%	-$5.66K	0.12%	142
2022 Q1	$378K	Buy	3,666 +348	+10%	+$35.5K	0.14%	137
2021 Q4	$381K	Sell	3,318 -25	-0.7%	-$2.78K	0.13%	142
2021 Q3	$339K	Sell	3,343 -115	-3%	-$12K	0.12%	150
2021 Q2	$343K	Sell	3,458 -135	-4%	-$12.6K	0.11%	168
2021 Q1	$315K	Sell	3,593 -215	-6%	-$18.8K	0.11%	177
2020 Q4	$324K	Sell	3,808 -12	-0.3%	-$959	0.11%	169
2020 Q3	$287K	Sell	3,820 -40	-1%	-$2.92K	0.11%	171
2020 Q2	$260K	Sell	3,860 -92	-2%	-$5.55K	0.1%	178
2020 Q1	$202K	Sell	3,952 -248	-6%	-$14.4K	0.09%	173
2019 Q4	$244K	Sell	4,200 -52	-1%	-$2.83K	0.09%	174
2019 Q3	$217K	Sell	4,252 -160	-4%	-$8.13K	0.09%	172
2019 Q2	$218K	Sell	4,412 -124	-3%	-$6.06K	0.09%	178
2019 Q1	$216K	Buy	+4,536	New	+$202K	0.1%	173
2018 Q4	–	Sell	-4,996	Closed	-$242K	–	194
2018 Q3	$242K	Sell	4,996 -40	-0.8%	-$1.89K	0.11%	168
2018 Q2	$224K	Sell	5,036 -100	-2%	-$4.42K	0.1%	172
2018 Q1	$216K	Buy	+5,136	New	+$221K	0.1%	172