CWP
Concord Wealth Partners’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $941K | Hold |
5,431
| – | – | 0.14% | 133 |
|
|
2025
Q1 | $763K | Hold |
5,431
| – | – | 0.13% | 132 |
|
|
2024
Q4 | $866K | Sell |
5,431
-485
| -8% | -$77.4K | 0.14% | 111 |
|
|
2024
Q3 | $897K | Hold |
5,916
| – | – | 0.15% | 100 |
|
|
2024
Q2 | $890K | Sell |
5,916
-20
| -0.3% | -$3.01K | 0.16% | 105 |
|
|
2024
Q1 | $802K | Buy |
5,936
+123
| +2% | +$16.6K | 0.14% | 109 |
|
|
2023
Q4 | $714K | Hold |
5,813
| – | – | 0.14% | 109 |
|
|
2023
Q3 | $610K | Hold |
5,813
| – | – | 0.13% | 111 |
|
|
2023
Q2 | $633K | Hold |
5,813
| – | – | 0.14% | 96 |
|
|
2023
Q1 | $540K | Hold |
5,813
| – | – | 0.15% | 83 |
|
|
2022
Q4 | $433K | Sell |
5,813
-301
| -5% | -$22.4K | 0.13% | 99 |
|
|
2022
Q3 | $449K | Sell |
6,114
-8
| -0.1% | -$588 | 0.14% | 96 |
|
|
2022
Q2 | $489K | Sell |
6,122
-209
| -3% | -$16.7K | 0.13% | 100 |
|
|
2022
Q1 | $652K | Sell |
6,331
-528
| -8% | -$54.4K | 0.17% | 80 |
|
|
2021
Q4 | $788K | Buy |
6,859
+6,600
| +2,548% | +$758K | 0.19% | 63 |
|
|
2021
Q3 | $26K | Sell |
259
-6,600
| -96% | -$663K | 0.01% | 332 |
|
|
2021
Q2 | $682K | Sell |
6,859
-1,096
| -14% | -$109K | 0.2% | 48 |
|
|
2021
Q1 | $698K | Sell |
7,955
-12,332
| -61% | -$1.08M | 0.24% | 41 |
|
|
2020
Q4 | $1.73M | Buy |
+20,287
| New | +$1.73M | 1.33% | 11 |
|