CWA
Clearview 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
Q2 | $905K | Sell |
5,223
-372
| -7% | -$64.5K | 0.63% | 37 |
|
|
2025
Q1 | $786K | Sell |
5,595
-442
| -7% | -$62.1K | 0.59% | 35 |
|
|
2024
Q4 | $963K | Sell |
6,037
-705
| -10% | -$112K | 0.73% | 32 |
|
|
2024
Q3 | $1.02M | Buy |
6,742
+348
| +5% | +$52.8K | 0.79% | 27 |
|
|
2024
Q2 | $962K | Sell |
6,394
-3,698
| -37% | -$557K | 0.84% | 29 |
|
|
2024
Q1 | $1.36M | Buy |
10,092
+6,237
| +162% | +$842K | 1.39% | 17 |
|
|
2023
Q4 | $473K | Buy |
3,855
+840
| +28% | +$103K | 0.55% | 57 |
|
|
2023
Q3 | $316K | Sell |
3,015
-2,442
| -45% | -$256K | 0.39% | 84 |
|
|
2023
Q2 | $594K | Sell |
5,457
-292
| -5% | -$31.8K | 0.6% | 50 |
|
|
2023
Q1 | $534K | Sell |
5,749
-6,147
| -52% | -$571K | 0.54% | 58 |
|
|
2022
Q4 | $886K | Buy |
11,896
+10,716
| +908% | +$798K | 0.68% | 34 |
|
|
2022
Q3 | $87K | Sell |
1,180
-161
| -12% | -$11.9K | 0.07% | 127 |
|
|
2022
Q2 | $107K | Sell |
1,341
-12,595
| -90% | -$1M | 0.08% | 117 |
|
|
2022
Q1 | $1.44M | Sell |
13,936
-1,735
| -11% | -$179K | 0.94% | 22 |
|
|
2021
Q4 | $1.8M | Sell |
15,671
-3,833
| -20% | -$440K | 1.1% | 20 |
|
|
2021
Q3 | $1.98M | Buy |
+19,504
| New | +$1.98M | 1.25% | 19 |
|