CAM
Cobblestone Asset Management’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.28M | Sell |
18,903
-4,470
| -19% | -$775K | 1.72% | 18 |
|
|
2025
Q1 | $3.28M | Buy |
23,373
+3,302
| +16% | +$464K | 1.92% | 19 |
|
|
2024
Q4 | $3.2M | Sell |
20,071
-2,315
| -10% | -$369K | 2.09% | 17 |
|
|
2024
Q3 | $3.39M | Sell |
22,386
-2,403
| -10% | -$364K | 2.04% | 15 |
|
|
2024
Q2 | $3.73M | Sell |
24,789
-2,715
| -10% | -$409K | 2.42% | 12 |
|
|
2024
Q1 | $3.71M | Buy |
27,504
+999
| +4% | +$135K | 2.52% | 13 |
|
|
2023
Q4 | $3.25M | Buy |
26,505
+7,632
| +40% | +$937K | 2.4% | 12 |
|
|
2023
Q3 | $1.98M | Buy |
+18,873
| New | +$1.98M | 1.63% | 13 |
|