Connecticut Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Connecticut Wealth Management’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.16M	Hold
2025 Q1	$2.56M	Sell
2024 Q4	$3M	Hold
2024 Q3	$2.85M	Sell
2024 Q2	$3.33M	Hold
2024 Q1	$2.99M	Hold
2023 Q4	$2.72M	Sell
2023 Q3	$2.36M	Buy
2023 Q2	$2.41M	Sell
2023 Q1	$2.06M	Buy