CWS
Cypress Wealth Services’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.35M | Sell |
48,178
-4,329
| -8% | -$750K | 1.49% | 14 |
|
|
2025
Q1 | $7.37M | Buy |
52,507
+223
| +0.4% | +$31.3K | 1.5% | 14 |
|
|
2024
Q4 | $8.34M | Sell |
52,284
-931
| -2% | -$149K | 1.67% | 12 |
|
|
2024
Q3 | $8.07M | Sell |
53,215
-853
| -2% | -$129K | 1.67% | 13 |
|
|
2024
Q2 | $8.14M | Buy |
54,068
+1,576
| +3% | +$237K | 1.81% | 11 |
|
|
2024
Q1 | $7.09M | Buy |
52,492
+5,247
| +11% | +$709K | 1.65% | 13 |
|
|
2023
Q4 | $5.8M | Buy |
47,245
+13,912
| +42% | +$1.71M | 1.45% | 14 |
|
|
2023
Q3 | $3.5M | Sell |
33,333
-25,145
| -43% | -$2.64M | 0.97% | 22 |
|
|
2023
Q2 | $6.58M | Buy |
58,478
+10,105
| +21% | +$1.14M | 1.73% | 11 |
|
|
2023
Q1 | $4.49M | Buy |
48,373
+26,735
| +124% | +$2.48M | 1.31% | 19 |
|
|
2022
Q4 | $1.61M | Buy |
21,638
+18,812
| +666% | +$1.4M | 0.52% | 47 |
|
|
2022
Q3 | $211K | Buy |
+2,826
| New | +$211K | 0.07% | 206 |
|