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
2025
Q2
$2.43M Sell
2025
Q1
$2.04M Buy
2024
Q4
$2.18M Buy
2024
Q3
$1.84M Buy
2024
Q2
$1.7M Buy
2024
Q1
$1.22M Sell
2023
Q4
$1.18M Sell
2023
Q3
$1.32M Sell
2023
Q2
$1.63M Buy
2023
Q1
$1.37M Buy
2022
Q4
$781K Buy
2022
Q3
$566K Sell
2022
Q2
$690K Sell
2022
Q1
$1.01M Buy
2021
Q4
$1.07M Buy
2021
Q3
$616K Buy