Creative Financial Designs’s iShares US Technology ETF IYW Stock Holding History

Creative Financial Designs’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	$5.58M	Sell	32,213 -6,760	-17%	-$1.17M	0.4%	57
2025 Q1	$5.47M	Sell	38,973 -765	-2%	-$107K	0.44%	47
2024 Q4	$6.34M	Buy	39,738 +50	+0.1%	+$7.98K	0.52%	43
2024 Q3	$6.02M	Sell	39,688 -989	-2%	-$150K	0.51%	44
2024 Q2	$6.12M	Sell	40,677 -1,193	-3%	-$180K	0.55%	44
2024 Q1	$5.65M	Sell	41,870 -1,936	-4%	-$261K	0.53%	44
2023 Q4	$5.38M	Sell	43,806 -670	-2%	-$82.2K	0.55%	38
2023 Q3	$4.67M	Sell	44,476 -356	-0.8%	-$37.4K	0.54%	39
2023 Q2	$4.88M	Buy	44,832 +37,595	+519%	+$4.09M	0.57%	37
2023 Q1	$672K	Buy	7,237 +4,057	+128%	+$377K	0.09%	175
2022 Q4	$237K	Sell	3,180 -95	-3%	-$7.08K	0.04%	286
2022 Q3	$240K	Sell	3,275 -1,486	-31%	-$109K	0.04%	269
2022 Q2	$381K	Sell	4,761 -1,268	-21%	-$101K	0.06%	213
2022 Q1	$621K	Buy	6,029 +109	+2%	+$11.2K	0.09%	172
2021 Q4	$680K	Buy	5,920 +169	+3%	+$19.4K	0.1%	158
2021 Q3	$582K	Buy	5,751 +4,069	+242%	+$412K	0.1%	163
2021 Q2	$167K	Hold	1,682	–	–	0.03%	328
2021 Q1	$147K	Buy	1,682 +1	+0.1%	+$87	0.03%	337
2020 Q4	$143K	Buy	1,681 +1	+0.1%	+$85	0.03%	310
2020 Q3	$126K	Hold	1,680	–	–	0.03%	298
2020 Q2	$113K	Buy	1,680 +4	+0.2%	+$269	0.03%	266
2020 Q1	$86K	Hold	1,676	–	–	0.04%	186
2019 Q4	$99K	Buy	1,676 +4	+0.2%	+$236	0.04%	195
2019 Q3	$83K	Hold	1,672	–	–	0.04%	193
2019 Q2	$84K	Buy	1,672 +4	+0.2%	+$201	0.05%	192
2019 Q1	$80K	Buy	1,668 +628	+60%	+$30.1K	0.05%	182
2018 Q4	$42K	Sell	1,040 -292	-22%	-$11.8K	0.03%	208
2018 Q3	$65K	Buy	1,332 +172	+15%	+$8.39K	0.04%	194
2018 Q2	$52K	Buy	1,160 +200	+21%	+$8.97K	0.03%	235
2018 Q1	$40K	Buy	960 +664	+224%	+$27.7K	0.03%	243
2017 Q4	$12K	Hold	296	–	–	0.01%	387
2017 Q3	$11K	Buy	296 +4	+1%	+$149	0.01%	407
2017 Q2	$10K	Hold	292	–	–	0.01%	414
2017 Q1	$10K	Buy	+292	New	+$10K	0.01%	400