CFG
Cooper Financial Group’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
6,813
-2,693
| -28% | -$467K | 0.14% | 124 |
|
|
2025
Q1 | $1.34M | Buy |
9,506
+1,354
| +17% | +$190K | 0.18% | 109 |
|
|
2024
Q4 | $1.3M | Buy |
8,152
+673
| +9% | +$107K | 0.16% | 109 |
|
|
2024
Q3 | $1.13M | Buy |
7,479
+214
| +3% | +$32.4K | 0.15% | 121 |
|
|
2024
Q2 | $1.09M | Buy |
7,265
+9
| +0.1% | +$1.35K | 0.16% | 113 |
|
|
2024
Q1 | $980K | Sell |
7,256
-280
| -4% | -$37.8K | 0.16% | 122 |
|
|
2023
Q4 | $925K | Sell |
7,536
-1,385
| -16% | -$170K | 0.17% | 118 |
|
|
2023
Q3 | $936K | Sell |
8,921
-3,426
| -28% | -$359K | 0.23% | 110 |
|
|
2023
Q2 | $1.34M | Buy |
12,347
+682
| +6% | +$74.3K | 0.33% | 71 |
|
|
2023
Q1 | $1.08M | Buy |
11,665
+302
| +3% | +$28K | 0.29% | 84 |
|
|
2022
Q4 | $846K | Buy |
+11,363
| New | +$846K | 0.26% | 93 |
|
|
2022
Q1 | – | Sell |
-1,955
| Closed | -$224K | – | 263 |
|
|
2021
Q4 | $224K | Sell |
1,955
-84,021
| -98% | -$9.63M | 0.08% | 210 |
|
|
2021
Q3 | $8.71M | Buy |
+85,976
| New | +$8.71M | 1.81% | 16 |
|