Coastal Bridge Advisors’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
Q2 | $1.91M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $967K | Hold |
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|
2024
Q3 | $919K | Hold |
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|
2024
Q2 | $912K | Sell |
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|
2024
Q1 | $1.13M | Hold |
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|
2023
Q4 | $1.03M | Hold |
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|
2023
Q3 | $880K | Hold |
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|
2023
Q2 | $913K | Hold |
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|
2023
Q1 | $778K | Hold |
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|
2022
Q4 | $624K | Hold |
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|
2022
Q3 | $615K | Buy |
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|
2022
Q2 | $638K | Hold |
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|
2022
Q1 | $823K | Sell |
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|
2021
Q4 | $968K | Hold |
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|
2021
Q3 | $854K | Sell |
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|
2021
Q2 | $1.01M | Buy |
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|
2021
Q1 | $823K | Sell |
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|
2020
Q4 | $841K | Hold |
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|
2020
Q3 | $744K | Hold |
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|
2020
Q2 | $666K | Hold |
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|
2020
Q1 | $505K | Hold |
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|
2019
Q4 | $575K | Hold |
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|
2019
Q3 | $504K | Hold |
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|
2019
Q2 | $489K | Hold |
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|
2019
Q1 | $471K | Hold |
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|
2018
Q4 | $395K | Hold |
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|
2018
Q3 | $479K | Hold |
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|
2018
Q2 | $440K | Hold |
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|
2018
Q1 | $415K | Hold |
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|
2017
Q4 | $408K | Hold |
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|
2017
Q3 | $370K | Buy |
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