Mountain Capital Investment Advisors’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
2023
Q2
Sell
2023
Q1
$1.79M Sell
2022
Q4
$1.69M Buy
2017
Q4
Sell
2017
Q3
$2K Hold
2017
Q2
$2K Buy