Creative Financial Designs’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.06M | Sell |
22,352
-7,372
| -25% | -$1.42M | 0.25% | 88 |
|
|
2025
Q4 | $5.94M | Sell |
29,724
-2,181
| -7% | -$436K | 0.37% | 61 |
|
|
2025
Q3 | $6.25M | Sell |
31,905
-308
| -1% | -$56.3K | 0.42% | 58 |
|
|
2025
Q2 | $5.58M | Sell |
32,213
-6,760
| -17% | -$1.02M | 0.4% | 57 |
|
|
2025
Q1 | $5.47M | Sell |
38,973
-765
| -2% | -$119K | 0.44% | 47 |
|
|
2024
Q4 | $6.34M | Buy |
39,738
+50
| +0.1% | +$7.91K | 0.52% | 43 |
|
|
2024
Q3 | $6.02M | Sell |
39,688
-989
| -2% | -$145K | 0.51% | 44 |
|
|
2024
Q2 | $6.12M | Sell |
40,677
-1,193
| -3% | -$165K | 0.55% | 44 |
|
|
2024
Q1 | $5.65M | Sell |
41,870
-1,936
| -4% | -$252K | 0.53% | 44 |
|
|
2023
Q4 | $5.38M | Sell |
43,806
-670
| -2% | -$75.9K | 0.55% | 38 |
|
|
2023
Q3 | $4.67M | Sell |
44,476
-356
| -0.8% | -$38.7K | 0.54% | 39 |
|
|
2023
Q2 | $4.88M | Buy |
44,832
+37,595
| +519% | +$3.69M | 0.57% | 37 |
|
|
2023
Q1 | $672K | Buy |
7,237
+4,057
| +128% | +$340K | 0.09% | 175 |
|
|
2022
Q4 | $237K | Sell |
3,180
-95
| -3% | -$7.27K | 0.04% | 286 |
|
|
2022
Q3 | $240K | Sell |
3,275
-1,486
| -31% | -$126K | 0.04% | 269 |
|
|
2022
Q2 | $381K | Sell |
4,761
-1,268
| -21% | -$112K | 0.06% | 213 |
|
|
2022
Q1 | $621K | Buy |
6,029
+109
| +2% | +$11.1K | 0.09% | 172 |
|
|
2021
Q4 | $680K | Buy |
5,920
+169
| +3% | +$18.8K | 0.1% | 158 |
|
|
2021
Q3 | $582K | Buy |
5,751
+4,069
| +242% | +$425K | 0.1% | 163 |
|
|
2021
Q2 | $167K | Hold |
1,682
| – | – | 0.03% | 328 |
|
|
2021
Q1 | $147K | Buy |
1,682
+1
| +0.1% | +$88 | 0.03% | 337 |
|
|
2020
Q4 | $143K | Buy |
1,681
+1
| +0.1% | +$80 | 0.03% | 310 |
|
|
2020
Q3 | $126K | Hold |
1,680
| – | – | 0.03% | 298 |
|
|
2020
Q2 | $113K | Buy |
1,680
+4
| +0.2% | +$241 | 0.03% | 266 |
|
|
2020
Q1 | $86K | Hold |
1,676
| – | – | 0.04% | 186 |
|
|
2019
Q4 | $99K | Buy |
1,676
+4
| +0.2% | +$218 | 0.04% | 195 |
|
|
2019
Q3 | $83K | Hold |
1,672
| – | – | 0.04% | 193 |
|
|
2019
Q2 | $84K | Buy |
1,672
+4
| +0.2% | +$196 | 0.05% | 192 |
|
|
2019
Q1 | $80K | Buy |
1,668
+628
| +60% | +$27.9K | 0.05% | 182 |
|
|
2018
Q4 | $42K | Sell |
1,040
-292
| -22% | -$12.6K | 0.03% | 208 |
|
|
2018
Q3 | $65K | Buy |
1,332
+172
| +15% | +$8.13K | 0.04% | 194 |
|
|
2018
Q2 | $52K | Buy |
1,160
+200
| +21% | +$8.85K | 0.03% | 235 |
|
|
2018
Q1 | $40K | Buy |
960
+664
| +224% | +$28.6K | 0.03% | 243 |
|
|
2017
Q4 | $12K | Hold |
296
| – | – | 0.01% | 387 |
|
|
2017
Q3 | $11K | Buy |
296
+4
| +1% | +$147 | 0.01% | 407 |
|
|
2017
Q2 | $10K | Hold |
292
| – | – | 0.01% | 414 |
|
|
2017
Q1 | $10K | Buy |
+292
| New | +$9.48K | 0.01% | 400 |
|
Other funds holding IYW
PCH
RIG