Conservest Capital Advisors’s iShares US Technology ETF IYW Stock Holding History

Conservest Capital Advisors’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.57M	Sell	14,843 -550	-4%	-$95.3K	0.25%	32
2025 Q1	$2.16M	Sell	15,393 -419	-3%	-$58.8K	0.23%	37
2024 Q4	$2.52M	Sell	15,812 -343	-2%	-$54.7K	0.26%	34
2024 Q3	$2.18M	Hold	16,155	–	–	0.22%	37
2024 Q2	$2.18M	Hold	16,155	–	–	0.24%	36
2024 Q1	$2.18M	Sell	16,155 -265	-2%	-$35.8K	0.22%	37
2023 Q4	$2.02M	Sell	16,420 -667	-4%	-$81.9K	0.21%	38
2023 Q3	$1.79M	Sell	17,087 -65	-0.4%	-$6.82K	0.22%	35
2023 Q2	$1.87M	Sell	17,152 -1,166	-6%	-$127K	0.22%	35
2023 Q1	$1.7M	Sell	18,318 -42	-0.2%	-$3.9K	0.2%	36
2022 Q4	$1.37M	Buy	+18,360	New	+$1.37M	0.17%	36
2022 Q3	–	Sell	-28,244	Closed	-$2.26M	–	31
2022 Q2	$2.26M	Buy	28,244 +19,324	+217%	+$1.54M	0.28%	32
2022 Q1	$919K	Sell	8,920 -161	-2%	-$16.6K	0.1%	44
2021 Q4	$1.04M	Sell	9,081 -413	-4%	-$47.4K	0.11%	44
2021 Q3	$961K	Buy	9,494 +383	+4%	+$38.8K	0.11%	44
2021 Q2	$906K	Sell	9,111 -576	-6%	-$57.3K	0.1%	45
2021 Q1	$850K	Sell	9,687 -401	-4%	-$35.2K	0.1%	45
2020 Q4	$858K	Sell	10,088 -880	-8%	-$74.8K	0.1%	46
2020 Q3	$825K	Sell	10,968 -348	-3%	-$26.2K	0.11%	41
2020 Q2	$763K	Sell	11,316 -452	-4%	-$30.5K	0.11%	43
2020 Q1	$601K	Sell	11,768 -224	-2%	-$11.4K	0.1%	43
2019 Q4	$697K	Sell	11,992 -2,828	-19%	-$164K	0.09%	49
2019 Q3	$757K	Sell	14,820 -900	-6%	-$46K	0.11%	49
2019 Q2	$778K	Buy	15,720 +36	+0.2%	+$1.78K	0.11%	50
2019 Q1	$747K	Sell	15,684 -8	-0.1%	-$381	0.11%	50
2018 Q4	$627K	Buy	15,692 +2,740	+21%	+$109K	0.1%	51
2018 Q3	$628K	Sell	12,952 -56	-0.4%	-$2.72K	0.09%	49
2018 Q2	$580K	Hold	13,008	–	–	0.09%	53
2018 Q1	$547K	Sell	13,008 -676	-5%	-$28.4K	0.12%	45
2017 Q4	$557K	Buy	13,684 +44	+0.3%	+$1.79K	0.11%	46
2017 Q3	$511K	Buy	13,640 +32	+0.2%	+$1.2K	0.08%	59
2017 Q2	$475K	Buy	13,608 +12	+0.1%	+$419	0.1%	48
2017 Q1	$459K	Buy	+13,596	New	+$459K	0.1%	50