Cornerstone Planning Group’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 | $88.6K | Sell |
493
-174
| -26% | -$31.3K | 0.02% | 155 |
|
|
2025
Q1 | $90K | Buy |
667
+163
| +32% | +$22K | 0.02% | 157 |
|
|
2024
Q4 | $79.1K | Buy |
504
+3
| +0.6% | +$471 | 0.02% | 132 |
|
|
2024
Q3 | $79.1K | Sell |
501
-174
| -26% | -$27.5K | 0.02% | 134 |
|
|
2024
Q2 | $89.9K | Sell |
675
-290
| -30% | -$38.6K | 0.03% | 141 |
|
|
2024
Q1 | $127K | Sell |
965
-860
| -47% | -$114K | 0.04% | 104 |
|
|
2023
Q4 | $224K | Sell |
1,825
-245
| -12% | -$30.1K | 0.07% | 78 |
|
|
2023
Q3 | $217K | Sell |
2,070
-1,428
| -41% | -$150K | 0.08% | 75 |
|
|
2023
Q2 | $381K | Buy |
+3,498
| New | +$381K | 0.15% | 61 |
|
|
2022
Q4 | $182K | Buy |
+2,357
| New | +$182K | 0.08% | 106 |
|