CVA Family Office’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 | $332K | Hold |
1,915
| – | – | 0.05% | 217 |
|
|
2025
Q1 | $269K | Sell |
1,915
-612
| -24% | -$85.9K | 0.04% | 233 |
|
|
2024
Q4 | $403K | Sell |
2,527
-500
| -17% | -$79.8K | 0.06% | 183 |
|
|
2024
Q3 | $459K | Hold |
3,027
| – | – | 0.07% | 159 |
|
|
2024
Q2 | $456K | Sell |
3,027
-200
| -6% | -$30.1K | 0.08% | 145 |
|
|
2024
Q1 | $436K | Hold |
3,227
| – | – | 0.08% | 160 |
|
|
2023
Q4 | $396K | Hold |
3,227
| – | – | 0.08% | 154 |
|
|
2023
Q3 | $339K | Hold |
3,227
| – | – | 0.08% | 156 |
|
|
2023
Q2 | $351K | Hold |
3,227
| – | – | 0.07% | 157 |
|
|
2023
Q1 | $299K | Buy |
3,227
+627
| +24% | +$58.2K | 0.07% | 166 |
|
|
2022
Q4 | $194K | Buy |
+2,600
| New | +$194K | 0.05% | 211 |
|