Client 1st Advisory Group’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.84M | Buy |
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|
2025
Q2 | $2.43M | Sell |
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|
2025
Q1 | $2.04M | Buy |
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|
2024
Q4 | $2.18M | Buy |
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|
2024
Q3 | $1.84M | Buy |
|
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|
2024
Q2 | $1.7M | Buy |
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|
2024
Q1 | $1.22M | Sell |
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|
2023
Q4 | $1.18M | Sell |
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|
2023
Q3 | $1.32M | Sell |
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|
2023
Q2 | $1.63M | Buy |
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|
2023
Q1 | $1.37M | Buy |
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|
2022
Q4 | $781K | Buy |
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|
2022
Q3 | $566K | Sell |
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|
2022
Q2 | $690K | Sell |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | $616K | Buy |
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