CWM
Connecticut 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 | $3.16M | Hold |
18,232
| – | – | 0.15% | 68 |
|
|
2025
Q1 | $2.56M | Sell |
18,232
-556
| -3% | -$78.1K | 0.13% | 76 |
|
|
2024
Q4 | $3M | Hold |
18,788
| – | – | 0.15% | 57 |
|
|
2024
Q3 | $2.85M | Sell |
18,788
-3,340
| -15% | -$506K | 0.14% | 80 |
|
|
2024
Q2 | $3.33M | Hold |
22,128
| – | – | 0.17% | 70 |
|
|
2024
Q1 | $2.99M | Hold |
22,128
| – | – | 0.16% | 73 |
|
|
2023
Q4 | $2.72M | Sell |
22,128
-376
| -2% | -$46.2K | 0.16% | 76 |
|
|
2023
Q3 | $2.36M | Buy |
22,504
+376
| +2% | +$39.5K | 0.16% | 76 |
|
|
2023
Q2 | $2.41M | Sell |
22,128
-37
| -0.2% | -$4.03K | 0.17% | 62 |
|
|
2023
Q1 | $2.06M | Buy |
+22,165
| New | +$2.06M | 0.16% | 65 |
|