Congress Wealth Management’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 | $54.8M | Sell |
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|
2025
Q1 | $44.7M | Sell |
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|
2024
Q4 | $52.8M | Buy |
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|
2024
Q3 | $49.3M | Sell |
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|
2024
Q2 | $49.8M | Sell |
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|
2024
Q1 | $45.4M | Sell |
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|
2023
Q4 | $43.1M | Buy |
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|
2023
Q3 | $36.4M | Sell |
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|
2023
Q2 | $37.8M | Sell |
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|
2023
Q1 | $33.4M | Sell |
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|
2022
Q4 | $27.6M | Sell |
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|
2022
Q3 | $27.4M | Sell |
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|
2022
Q2 | $30.2M | Sell |
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|
2022
Q1 | $38.9M | Sell |
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|
2021
Q4 | $47.8M | Buy |
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