Commonwealth Retirement Investments’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $964K | Sell |
5,562
-1,778
| -24% | -$308K | 0.37% | 71 |
|
|
2025
Q1 | $1.03M | Buy |
7,340
+190
| +3% | +$26.7K | 0.42% | 60 |
|
|
2024
Q4 | $1.14M | Buy |
7,150
+10
| +0.1% | +$1.6K | 0.47% | 60 |
|
|
2024
Q3 | $1.08M | Sell |
7,140
-897
| -11% | -$136K | 0.45% | 63 |
|
|
2024
Q2 | $1.21M | Buy |
8,037
+537
| +7% | +$80.8K | 0.55% | 53 |
|
|
2024
Q1 | $1.01M | Buy |
7,500
+1,274
| +20% | +$172K | 0.48% | 54 |
|
|
2023
Q4 | $764K | Buy |
6,226
+1,204
| +24% | +$148K | 0.4% | 57 |
|
|
2023
Q3 | $527K | Sell |
5,022
-4,937
| -50% | -$518K | 0.3% | 56 |
|
|
2023
Q2 | $1.08M | Buy |
9,959
+42
| +0.4% | +$4.57K | 0.6% | 42 |
|
|
2023
Q1 | $920K | Buy |
9,917
+3,612
| +57% | +$335K | 0.55% | 42 |
|
|
2022
Q4 | $470K | Buy |
+6,305
| New | +$470K | 0.28% | 52 |
|