Copperleaf Capital’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Buy |
11,505
+104
| +0.9% | +$18K | 1.01% | 25 |
|
|
2025
Q1 | $1.6M | Buy |
11,401
+705
| +7% | +$99K | 0.96% | 28 |
|
|
2024
Q4 | $1.71M | Sell |
10,696
-2,419
| -18% | -$386K | 1.08% | 28 |
|
|
2024
Q3 | $1.99M | Buy |
13,115
+140
| +1% | +$21.2K | 1.52% | 21 |
|
|
2024
Q2 | $1.95M | Buy |
12,975
+2,646
| +26% | +$398K | 1.56% | 20 |
|
|
2024
Q1 | $1.39M | Buy |
10,329
+343
| +3% | +$46.3K | 1.21% | 27 |
|
|
2023
Q4 | $1.23M | Buy |
9,986
+1,974
| +25% | +$242K | 1.25% | 25 |
|
|
2023
Q3 | $841K | Sell |
8,012
-8,922
| -53% | -$936K | 0.91% | 35 |
|
|
2023
Q2 | $1.84M | Buy |
16,934
+4,430
| +35% | +$482K | 1.73% | 15 |
|
|
2023
Q1 | $1.16M | Sell |
12,504
-521
| -4% | -$48.4K | 1.15% | 30 |
|
|
2022
Q4 | $970K | Buy |
+13,025
| New | +$970K | 1.12% | 28 |
|