C1AG
Client 1st Advisory 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 | $2.43M | Sell |
14,022
-473
| -3% | -$82K | 0.88% | 22 |
|
|
2025
Q1 | $2.04M | Buy |
14,495
+855
| +6% | +$120K | 0.79% | 22 |
|
|
2024
Q4 | $2.18M | Buy |
13,640
+1,502
| +12% | +$240K | 0.84% | 21 |
|
|
2024
Q3 | $1.84M | Buy |
12,138
+862
| +8% | +$131K | 0.73% | 21 |
|
|
2024
Q2 | $1.7M | Buy |
11,276
+2,222
| +25% | +$334K | 0.73% | 20 |
|
|
2024
Q1 | $1.22M | Sell |
9,054
-523
| -5% | -$70.6K | 0.55% | 29 |
|
|
2023
Q4 | $1.18M | Sell |
9,577
-3,050
| -24% | -$374K | 0.57% | 27 |
|
|
2023
Q3 | $1.32M | Sell |
12,627
-2,382
| -16% | -$250K | 0.7% | 27 |
|
|
2023
Q2 | $1.63M | Buy |
15,009
+252
| +2% | +$27.4K | 0.86% | 26 |
|
|
2023
Q1 | $1.37M | Buy |
14,757
+4,271
| +41% | +$396K | 0.74% | 26 |
|
|
2022
Q4 | $781K | Buy |
10,486
+2,778
| +36% | +$207K | 0.46% | 32 |
|
|
2022
Q3 | $566K | Sell |
7,708
-924
| -11% | -$67.9K | 0.35% | 37 |
|
|
2022
Q2 | $690K | Sell |
8,632
-1,151
| -12% | -$92K | 0.41% | 33 |
|
|
2022
Q1 | $1.01M | Buy |
9,783
+463
| +5% | +$47.7K | 0.49% | 28 |
|
|
2021
Q4 | $1.07M | Buy |
9,320
+3,241
| +53% | +$372K | 0.52% | 30 |
|
|
2021
Q3 | $616K | Buy |
+6,079
| New | +$616K | 0.31% | 40 |
|