CWM
Congress Wealth 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 | $54.8M | Sell |
316,228
-2,307
| -0.7% | -$400K | 0.53% | 34 |
|
|
2025
Q1 | $44.7M | Sell |
318,535
-12,386
| -4% | -$1.74M | 0.54% | 36 |
|
|
2024
Q4 | $52.8M | Buy |
330,921
+5,651
| +2% | +$901K | 0.73% | 24 |
|
|
2024
Q3 | $49.3M | Sell |
325,270
-5,439
| -2% | -$825K | 0.66% | 24 |
|
|
2024
Q2 | $49.8M | Sell |
330,709
-5,758
| -2% | -$867K | 0.79% | 21 |
|
|
2024
Q1 | $45.4M | Sell |
336,467
-14,592
| -4% | -$1.97M | 0.78% | 24 |
|
|
2023
Q4 | $43.1M | Buy |
351,059
+4,105
| +1% | +$504K | 0.79% | 25 |
|
|
2023
Q3 | $36.4M | Sell |
346,954
-584
| -0.2% | -$61.3K | 0.75% | 28 |
|
|
2023
Q2 | $37.8M | Sell |
347,538
-12,687
| -4% | -$1.38M | 0.88% | 22 |
|
|
2023
Q1 | $33.4M | Sell |
360,225
-9,918
| -3% | -$920K | 0.81% | 26 |
|
|
2022
Q4 | $27.6M | Sell |
370,143
-3,345
| -0.9% | -$249K | 0.71% | 26 |
|
|
2022
Q3 | $27.4M | Sell |
373,488
-3,653
| -1% | -$268K | 0.74% | 24 |
|
|
2022
Q2 | $30.2M | Sell |
377,141
-651
| -0.2% | -$52K | 0.77% | 23 |
|
|
2022
Q1 | $38.9M | Sell |
377,792
-38,934
| -9% | -$4.01M | 0.85% | 24 |
|
|
2021
Q4 | $47.8M | Buy |
+416,726
| New | +$47.8M | 0.95% | 21 |
|