Cornerstone Wealth Management’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 | $1.56M | Buy |
9,015
+1,919
| +27% | +$332K | 0.09% | 184 |
|
|
2025
Q1 | $997K | Buy |
7,096
+2,411
| +51% | +$339K | 0.07% | 241 |
|
|
2024
Q4 | $747K | Sell |
4,685
-457
| -9% | -$72.9K | 0.05% | 282 |
|
|
2024
Q3 | $780K | Buy |
5,142
+143
| +3% | +$21.7K | 0.05% | 261 |
|
|
2024
Q2 | $752K | Sell |
4,999
-197
| -4% | -$29.7K | 0.06% | 249 |
|
|
2024
Q1 | $702K | Sell |
5,196
-1,086
| -17% | -$147K | 0.06% | 260 |
|
|
2023
Q4 | $771K | Buy |
6,282
+1,174
| +23% | +$144K | 0.07% | 239 |
|
|
2023
Q3 | $536K | Sell |
5,108
-627
| -11% | -$65.8K | 0.05% | 287 |
|
|
2023
Q2 | $624K | Sell |
5,735
-188
| -3% | -$20.5K | 0.06% | 262 |
|
|
2023
Q1 | $550K | Buy |
+5,923
| New | +$550K | 0.05% | 272 |
|
|
2022
Q3 | $509K | Sell |
6,934
-579
| -8% | -$42.5K | 0.06% | 248 |
|
|
2022
Q2 | $601K | Sell |
7,513
-1,219
| -14% | -$97.5K | 0.07% | 230 |
|
|
2022
Q1 | $900K | Sell |
8,732
-1,672
| -16% | -$172K | 0.09% | 192 |
|
|
2021
Q4 | $1.19M | Sell |
10,404
-520
| -5% | -$59.6K | 0.11% | 164 |
|
|
2021
Q3 | $1.11M | Sell |
10,924
-2,084
| -16% | -$211K | 0.12% | 167 |
|
|
2021
Q2 | $1.29M | Sell |
13,008
-1,045
| -7% | -$104K | 0.14% | 151 |
|
|
2021
Q1 | $1.23M | Buy |
14,053
+1,843
| +15% | +$162K | 0.15% | 145 |
|
|
2020
Q4 | $1.04M | Buy |
12,210
+5,566
| +84% | +$474K | 0.13% | 150 |
|
|
2020
Q3 | $500K | Buy |
6,644
+2,524
| +61% | +$190K | 0.07% | 216 |
|
|
2020
Q2 | $278K | Buy |
+4,120
| New | +$278K | 0.05% | 292 |
|
|
2019
Q2 | – | Sell |
-2,336
| Closed | -$416K | – | 432 |
|
|
2019
Q1 | $416K | Sell |
2,336
-11,812
| -83% | -$2.1M | 0.05% | 301 |
|
|
2018
Q4 | $568K | Sell |
14,148
-207,160
| -94% | -$8.32M | 0.12% | 174 |
|
|
2018
Q3 | $362K | Sell |
221,308
-728,952
| -77% | -$1.19M | ﹤0.01% | 1008 |
|
|
2018
Q2 | $1.32M | Buy |
+950,260
| New | +$1.32M | 0.01% | 670 |
|