CWG
Crown Wealth Group’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.7M | Buy |
50,231
+16,848
| +50% | +$2.92M | 3.27% | 7 |
|
|
2025
Q1 | $4.69M | Sell |
33,383
-3,049
| -8% | -$428K | 2.43% | 10 |
|
|
2024
Q4 | $5.81M | Buy |
36,432
+4,844
| +15% | +$773K | 2.36% | 12 |
|
|
2024
Q3 | $4.79M | Sell |
31,588
-14,356
| -31% | -$2.18M | 2.08% | 11 |
|
|
2024
Q2 | $6.91M | Sell |
45,944
-2,715
| -6% | -$409K | 3.45% | 8 |
|
|
2024
Q1 | $6.57M | Sell |
48,659
-807
| -2% | -$109K | 3.39% | 8 |
|
|
2023
Q4 | $6.07M | Buy |
49,466
+11,042
| +29% | +$1.36M | 3.66% | 8 |
|
|
2023
Q3 | $4.03M | Buy |
38,424
+5,504
| +17% | +$577K | 3.03% | 10 |
|
|
2023
Q2 | $3.58M | Buy |
32,920
+9,924
| +43% | +$1.08M | 2.83% | 10 |
|
|
2023
Q1 | $2.13M | Buy |
+22,996
| New | +$2.13M | 1.79% | 16 |
|
|
2022
Q1 | – | Sell |
-3,086
| Closed | -$354K | – | 112 |
|
|
2021
Q4 | $354K | Buy |
+3,086
| New | +$354K | 0.33% | 54 |
|