CWA
Clarus Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,127
| Closed | -$1.74M | – | 120 |
|
|
2024
Q4 | $1.74M | Buy |
11,127
+382
| +4% | +$59.8K | 0.87% | 32 |
|
|
2024
Q3 | $1.62M | Buy |
10,745
+197
| +2% | +$29.6K | 0.82% | 34 |
|
|
2024
Q2 | $1.67M | Sell |
10,548
-304
| -3% | -$48.3K | 0.89% | 31 |
|
|
2024
Q1 | $1.45M | Sell |
10,852
-688
| -6% | -$91.8K | 0.82% | 33 |
|
|
2023
Q4 | $1.44M | Buy |
+11,540
| New | +$1.44M | 0.85% | 30 |
|
|
2023
Q2 | $1.22M | Buy |
+11,338
| New | +$1.22M | 0.74% | 34 |
|
|
2019
Q3 | – | Sell |
-119
| Closed | -$23K | – | 362 |
|
|
2019
Q2 | $23K | Buy |
119
+1
| +0.8% | +$193 | 0.02% | 350 |
|
|
2019
Q1 | $23K | Hold |
118
| – | – | 0.02% | 397 |
|
|
2018
Q4 | $19K | Hold |
118
| – | – | 0.03% | 411 |
|
|
2018
Q3 | $23K | Buy |
118
+1
| +0.9% | +$195 | 0.02% | 413 |
|
|
2018
Q2 | $20K | Buy |
+117
| New | +$20K | 0.02% | 425 |
|