Cypress Wealth Services’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
2025
Q3
$4.29M Sell
2025
Q2
$8.35M Sell
2025
Q1
$7.37M Buy
2024
Q4
$8.34M Sell
2024
Q3
$8.07M Sell
2024
Q2
$8.14M Buy
2024
Q1
$7.09M Buy
2023
Q4
$5.8M Buy
2023
Q3
$3.5M Sell
2023
Q2
$6.58M Buy
2023
Q1
$4.49M Buy
2022
Q4
$1.61M Buy
2022
Q3
$211K Buy