CIBC Private Wealth Group’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Sell |
67,450
-5,910
| -8% | -$1.02M | 0.02% | 328 |
|
|
2025
Q1 | $8.99M | Sell |
73,360
-10,538
| -13% | -$1.29M | 0.02% | 335 |
|
|
2024
Q4 | $13.5M | Sell |
83,898
-2,054
| -2% | -$331K | 0.02% | 310 |
|
|
2024
Q3 | $13M | Buy |
85,952
+564
| +0.7% | +$85.5K | 0.02% | 317 |
|
|
2024
Q2 | $13.4M | Sell |
85,388
-1,697
| -2% | -$266K | 0.03% | 294 |
|
|
2024
Q1 | $11.8M | Sell |
87,085
-6,858
| -7% | -$930K | 0.02% | 311 |
|
|
2023
Q4 | $11.5M | Buy |
93,943
+16,103
| +21% | +$1.98M | 0.02% | 304 |
|
|
2023
Q3 | $8.17M | Sell |
77,840
-14,396
| -16% | -$1.51M | 0.02% | 334 |
|
|
2023
Q2 | $10M | Buy |
92,236
+2,078
| +2% | +$226K | 0.02% | 321 |
|
|
2023
Q1 | $13.9M | Sell |
90,158
-448
| -0.5% | -$69.1K | 0.03% | 285 |
|
|
2022
Q4 | $6.75M | Sell |
90,606
-3,102
| -3% | -$231K | 0.02% | 306 |
|
|
2022
Q3 | $6.88M | Sell |
93,708
-5,045
| -5% | -$370K | 0.02% | 340 |
|
|
2022
Q2 | $7.9M | Sell |
98,753
-3,171
| -3% | -$254K | 0.02% | 331 |
|
|
2022
Q1 | $10.5M | Sell |
101,924
-473
| -0.5% | -$48.7K | 0.02% | 318 |
|
|
2021
Q4 | $11.8M | Sell |
102,397
-655
| -0.6% | -$75.2K | 0.02% | 313 |
|
|
2021
Q3 | $10.4M | Sell |
103,052
-250
| -0.2% | -$25.3K | 0.02% | 323 |
|
|
2021
Q2 | $10.3M | Sell |
103,302
-1,250
| -1% | -$124K | 0.02% | 335 |
|
|
2021
Q1 | $9.17M | Sell |
104,552
-400
| -0.4% | -$35.1K | 0.02% | 334 |
|
|
2020
Q4 | $8.93M | Hold |
104,952
| – | – | 0.02% | 336 |
|
|
2020
Q3 | $7.9M | Sell |
104,952
-964
| -0.9% | -$72.6K | 0.02% | 320 |
|
|
2020
Q2 | $7.15M | Sell |
105,916
-2,168
| -2% | -$146K | 0.03% | 273 |
|
|
2020
Q1 | $5.52M | Sell |
108,084
-16,000
| -13% | -$818K | 0.02% | 305 |
|
|
2019
Q4 | $7.22M | Sell |
124,084
-9,780
| -7% | -$569K | 0.02% | 323 |
|
|
2019
Q3 | $6.83M | Sell |
133,864
-2,948
| -2% | -$151K | 0.02% | 320 |
|
|
2019
Q2 | $6.77M | Hold |
136,812
| – | – | 0.02% | 335 |
|
|
2019
Q1 | $6.52M | Sell |
136,812
-3,260
| -2% | -$155K | 0.03% | 334 |
|
|
2018
Q4 | $5.6M | Sell |
140,072
-5,000
| -3% | -$200K | 0.03% | 324 |
|
|
2018
Q3 | $7.04M | Buy |
145,072
+8,560
| +6% | +$415K | 0.03% | 335 |
|
|
2018
Q2 | $6.08M | Sell |
136,512
-3,732
| -3% | -$166K | 0.02% | 344 |
|
|
2018
Q1 | $5.9M | Sell |
140,244
-3,200
| -2% | -$135K | 0.03% | 332 |
|
|
2017
Q4 | $5.84M | Buy |
143,444
+4,060
| +3% | +$165K | 0.02% | 340 |
|
|
2017
Q3 | $5.22M | Hold |
139,384
| – | – | 0.02% | 341 |
|
|
2017
Q2 | $4.87M | Buy |
139,384
+17,600
| +14% | +$615K | 0.03% | 291 |
|
|
2017
Q1 | $4.12M | Hold |
121,784
| – | – | 0.03% | 298 |
|
|
2016
Q4 | $3.66M | Hold |
121,784
| – | – | 0.02% | 309 |
|
|
2016
Q3 | $3.62M | Hold |
121,784
| – | – | 0.03% | 304 |
|
|
2016
Q2 | $3.21M | Sell |
121,784
-712
| -0.6% | -$18.7K | 0.02% | 307 |
|
|
2016
Q1 | $3.32M | Sell |
122,496
-800
| -0.6% | -$21.7K | 0.03% | 300 |
|
|
2015
Q4 | $3.3M | Sell |
123,296
-4,600
| -4% | -$123K | 0.03% | 304 |
|
|
2015
Q3 | $3.16M | Sell |
127,896
-2,888
| -2% | -$71.4K | 0.03% | 308 |
|
|
2015
Q2 | $3.42M | Sell |
130,784
-400
| -0.3% | -$10.5K | 0.02% | 321 |
|
|
2015
Q1 | $3.44M | Sell |
131,184
-25,432
| -16% | -$667K | 0.03% | 321 |
|
|
2014
Q4 | $4.09M | Buy |
156,616
+3,716
| +2% | +$97K | 0.03% | 303 |
|
|
2014
Q3 | $3.85M | Buy |
152,900
+1,500
| +1% | +$37.8K | 0.03% | 306 |
|
|
2014
Q2 | $3.67M | Sell |
151,400
-740
| -0.5% | -$17.9K | 0.03% | 307 |
|
|
2014
Q1 | $3.51M | Buy |
+152,140
| New | +$3.51M | 0.03% | 314 |
|