Clifford Swan Investment Counsel’s iShares US Technology ETF IYW Stock Holding History

Clifford Swan Investment Counsel’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.92M	Buy
2025 Q2	$3.47M	Hold
2025 Q1	$2.81M	Hold
2024 Q4	$3.19M	Hold
2024 Q3	$3.03M	Hold
2024 Q2	$3.01M	Hold
2024 Q1	$2.7M	Hold
2023 Q4	$2.46M	Hold
2023 Q3	$2.1M	Hold
2023 Q2	$2.18M	Hold
2023 Q1	$1.86M	Hold
2022 Q4	$1.49M	Sell
2022 Q3	$1.47M	Hold
2022 Q2	$1.6M	Sell
2022 Q1	$2.07M	Hold
2021 Q4	$2.31M	Buy
2021 Q3	$2.2M	Hold
2021 Q2	$2.09M	Hold
2021 Q1	$1.75M	Hold
2020 Q4	$1.7M	Hold
2020 Q3	$1.5M	Hold
2020 Q2	$1.35M	Hold
2020 Q1	$1.02M	Hold
2019 Q4	$1.16M	Sell
2019 Q3	$1.03M	Buy
2019 Q2	$989K	Hold
2019 Q1	$953K	Hold
2018 Q4	$800K	Hold
2018 Q3	$970K	Hold
2018 Q2	$891K	Hold
2018 Q1	$841K	Hold
2017 Q4	$814K	Buy